Tag: asset management

iCapital has announced an expansion of its long-running partnership with Pantheon, aiming to broaden access to evergreen private market funds.

Zeidler Group has expanded its AI-powered Marketing Material Review Tool (MMR-Tool) to help issuers of securities meet stricter compliance standards.

Artificial intelligence is no longer a futuristic concept in wealth management—it is rapidly transforming how relationship managers (RMs) and advisors work, engage with clients,...

Zeidler Group has broadened the scope of its Marketing Material Review Tool (MMR-Tool) by adding regulatory coverage for the United Arab Emirates (UAE).

New US administration policies could leave Harvard University’s endowment fund facing a severe financial squeeze, according to new analysis from Ortec Finance. The research suggests...

Zeidler Group has enhanced its flagship LegalTech solution, the Marketing Material Review Tool (MMR-Tool), with major multilingual upgrades designed to support global fund distribution.

A growing number of asset management leaders are turning to automation and digitisation as they battle operational inefficiencies across their businesses, according to new research from FE fundinfo.

Why Data Matters More Than Ever Data is invaluable to wealth management. Data is a powerful resource that when used effectively can help a firm...

For too long, transaction monitoring (TM) in asset and wealth management has lagged behind the benchmarks set in retail banking. But as the regulatory...

Hidden Road has launched support for over-the-counter (OTC) options on digital assets, adding a significant capability to its growing suite of institutional prime brokerage services.