Tag: asset management

Institutional investors are no longer short of climate data. What they lack, according to Ortec Finance, is a reliable way to turn that data...

Investment firms risk losing momentum around new product launches as lengthy marketing approval processes delay the distribution of promotional material, according to Red Oak,...

Vestmark, a wealth management technology and services provider, has joined forces with Allspring Global Investments, an asset manager with $603bn in assets under advisement,...

The Financial Conduct Authority (FCA) has released a set of good and poor practice observations on the use of artificial intelligence across financial services. According...

Corporate actions data has long been viewed as a back-office concern, but according to LSEG Data & Analytics, that view is rapidly becoming outdated....

360 ONE WAM, an Indian wealth and asset management group, has confirmed that Swiss banking giant UBS AG now holds an equity stake of...

Key Global WealthTech investment stats in Q3 2026: Global WealthTech funding grew 54% YoY Six countries were represented across the top 10 WealthTech deals...

Outsourcing tax operations has not removed regulatory responsibility for asset and wealth managers, with TAINA Technology warning that limited oversight of external providers could...

Key US WealthTech investment stats in Q3 2026: US WealthTech funding hit five-quarter high in Q3 after capital invested doubled YoY Average deal value...

Linedata, a worldwide supplier of credit and asset management technology, data and services, has formed a strategic alliance with AutoRek that will see the...