Tag: asset management

Institutional investors and wealth managers believe the AI market is poised for dramatic growth, with nearly all respondents in a new global survey stating...

Jupiter Intelligence has launched a significant upgrade to its ClimateScore™ Global platform, marking what it calls a new benchmark in investment-grade climate analytics.

Physical climate risks are becoming a dominant concern for institutional investors, with their complex and often cascading effects threatening to disrupt financial markets at...

Dutch housing association Accolade has overhauled its financial planning by adopting Ortec Finance's solution WALS, a platform designed to improve long-term budgeting and risk...

Asset management firms worldwide are under growing pressure to ensure strict compliance with sanctions regulations or risk serious financial penalties and reputational harm. A...

Acuity Knowledge Partners has launched RFP Pulse, a managed digital solution aimed at helping asset and wealth managers transform how they handle requests for...

Shareholding disclosure rules are vital for maintaining market transparency and are enforced globally, requiring investors to notify regulators when holdings reach defined thresholds linked to voting rights, share capital or share classes. However, financial institutions now face increased difficulty keeping up with shifting regulatory requirements and compressed reporting timelines.

Broadridge Financial Solutions has unveiled plans to acquire Acolin, strengthening its position in cross-border fund distribution and regulatory services across Europe.

The global neobanking market was valued at $143.2bn in 2024 and is expected to reach $3.4trn by 2032, according to Fortune Business Insights. While this will bring more competition for the digital banking sector, wealth management could also be impacted.

Key Indian WealthTech investment stats in Q1 2025: Indian WealthTech funding dropped drastically by 63% YoY in Q1 2025 Funding is projected to drop...