WealthTech

How Prometeia is transforming wealth management in Luxembourg

How Prometeia is transforming wealth management in Luxembourg

Prometeia is expanding its international presence through its dedicated Luxembourg branch. The Italy-headquartered advisory and analytics group brings more than 50 years of experience across...
CMB Monaco accelerates digital transformation with Avaloq

CMB Monaco accelerates digital transformation with Avaloq

CMB Monaco, a Monaco-based private bank specialising in bespoke private banking services, has completed its migration to the integrated technology platform combining Avaloq and...
Webull Securities (UK) scraps commission on US and HK shares

Webull UK scraps commission on US and HK shares

Webull UK, an online investment platform and subsidiary of Webull Corporation, has announced the removal of commission on all US and Hong Kong shares...
LSEG launches Workspace Top 50 to track market trends

LSEG launches Workspace Top 50 to track market trends

LSEG, the London Stock Exchange Group, has launched the Workspace Top 50, a new monthly feature revealing the most searched commodities and equities by...
M-Files and Microsoft deepen strategic AI partnership

M-Files and Microsoft deepen strategic AI partnership

Document management firm M-Files has unveiled a series of new integrations for Microsoft 365 Copilot and Microsoft 365 Copilot Agent Builder, designed to deliver...
Generative AI shifts from market boom to disruption risk

Generative AI shifts from market boom to disruption risk

Market sentiment around generative artificial intelligence (GenAI) is undergoing a notable reversal, particularly within the services sector, according to new analysis from financial research...
Ortec Finance: macro hedging for US pension stability

Ortec Finance: macro hedging for US pension stability

Ortec Finance reveals how macro hedging can protect US pension funds from interest rate risk. Read the full whitepaper breakdown now.
Prometeia expands wealth and asset management push in Spain

Prometeia expands wealth and asset management push in Spain

Financial analytics firm Prometeia is deepening its footprint in the Spanish market, targeting the country's rapidly growing wealth and asset management sector with a...
Fincite • cios adds three features to cut advisor friction

Fincite • cios adds three features to cut advisor friction

The best WealthTech software goes unnoticed — until it doesn't. Advisors toggling between multiple systems to find the same client data, status changes vanishing...
How Dutch insurers can govern Wtp without rebuilding systems

How Dutch insurers can govern Wtp without rebuilding systems

The most significant reform to the Dutch pension system in recent memory — the Wet toekomst pensioenen (Wtp) — has entered its decisive phase....

News Stories

Napier AI names top markets for AI-driven AML compliance

Napier AI names top markets for AI-driven AML compliance

Financial crime compliance is undergoing a significant transformation, and according to Napier AI, the markets that are making the most meaningful progress are those...

FinTech funding continues strong run with over $800m raised this week

There was 22 deals recorded in the FinTech sector this week, with a total of $806.2m raised across all deals. This represented a considerable...

SEC settlement: what investment managers must know

The US Securities and Exchange Commission (SEC) has settled with a Florida-based investment manager over fraud and misleading investor disclosures, serving as a stark...
AI in wealth management: closing the implementation gap

AI in wealth management: closing the implementation gap

Despite widespread recognition of artificial intelligence as the defining technology of our era, the wealth management sector remains caught in a frustrating paradox: ambition...
CaixaBank launches GlobalView wealth aggregator

CaixaBank launches GlobalView wealth aggregator

CaixaBank has launched GlobalView, a financial positions aggregator that allows its wealth management clients to consolidate and analyse holdings across multiple financial institutions through a...

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