Tag: portfolio management

fincite has made its cios platform available in the Microsoft Azure Marketplace, marking a further step in the company’s push to simplify digital wealth...

As Europe begins 2026, the wealth management sector is facing a decisive moment. Persistent market volatility, intensifying regulatory scrutiny and rapidly rising expectations around digital sophistication are reshaping how asset managers operate.

A wealth advisor reviewing a client’s portfolio might now be alerted to a significant liquidity event timed around their child’s graduation. This is the kind...

Pave Finance, a New York-based next-generation WealthTech company specialising in portfolio automation and personalisation tools for investment advisors, has announced a major integration with...

A growing shift in global market dynamics is transforming the fundamentals of asset allocation, pushing investors to reconsider long-held assumptions about diversification, risk, and...

Institutional investors are continuing to rethink the foundations of their portfolio management models as markets shift and regulatory expectations intensify. For decades, many pension funds...

Key US WealthTech investment stats in Q3 2025: US WealthTech investments halved YoY in Q3 New York firms secured six of the top 10...

In the race for alpha, asset managers often concentrate on investment strategies and market insights, yet a silent performance drag continues to hold many...

FE fundinfo has announced the acquisition of Contengo, a UK-based technology provider specialising in performance reporting, wealth analytics, and data migration tools for independent...

GeoWealth has launched its Private Model Marketplace, a new platform designed to redefine how registered investment advisors (RIAs) incorporate private markets into client portfolios. The...