Tag: portfolio management

Private banking chief information officers are sitting on an uncomfortable truth: if your core platform was built five to seven years ago, you are...

Vestmark, a WealthTech firm and provider of wealth management technology and services, has unveiled Vestmark Pulse, an AI intelligence solution designed to give wealth...

Understanding who is truly driving market activity has remained one of the most persistent challenges in financial markets. Traditional indicators and regulatory disclosures have...

The financial advice industry has spent a decade asking the wrong question. According to analysis from Kidbrooke, the debate over whether automated systems will...

WealthTech firm fincite says artificial intelligence could support up to 70% of advisory tasks by 2030 and is positioning its CIOS platform as the...

Artificial intelligence is no longer a distant ambition for the wealth management industry — it is rapidly becoming a practical necessity. According to WealthTech platform...

Key US WealthTech investment stats in 2025: US WealthTech funding plummeted by 57% YoY Deals over $100m fell by 82% as investors grew cautious ...

The best WealthTech software goes unnoticed — until it doesn't. Advisors toggling between multiple systems to find the same client data, status changes vanishing...

LGT Wealth Management UK, a leading private banking and asset management firm backed by the Liechtenstein Princely Family, has selected Addepar, a global data...

A new era of currency volatility has taken hold following years of subdued interest rates and limited exchange rate movement. In the US, Federal...