Tag: model portfolios
One in two respondents said integrating wealth management with FinTech firms...
Asset and Wealth Management trends: 300 global asset and wealth management leaders were surveyed on convergence and growth trends over the next five years
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Vestmark and T. Rowe Price launch Custom Premier for RIAs
Vestmark, a provider of wealth management technology and services, has partnered with T. Rowe Price, a global investment management firm, to launch Custom Premier,...
Indian WealthTech funding expected to drop by a third in 2025...
Key Indian WealthTech investment stats in Q1 2025: Indian WealthTech funding dropped drastically by 63% YoY in Q1 2025
Funding is projected to drop...
The shift from spreadsheets to advanced data solutions in asset management
The latest survey conducted by Northern Trust, involving 300 global asset management firms, has unveiled a notable shift towards prioritizing product quality and accuracy. Unlike the previous year, a significant majority of asset managers (72%) are now focusing on enhancing their product strategies, which includes improving distribution methods, data management, and outsourcing functionalities.
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