Tag: Wealth management

Hamachi.ai, a California-based WealthTech company focused on AI for regulated financial services, has secured a US patent for technology designed to protect sensitive client...

Wealth managers are being pushed toward a modernisation reckoning. Instant settlement is becoming the norm just as automation demands stronger data governance, while rules...

Prometeia is deepening its foothold in Spain as the country's Wealth and Asset Management sector accelerates past its previous growth trajectory. Market and regulatory data...

&Partners, an advisor-owned wealth management firm built for advisors seeking greater ownership, flexibility and community, has named Wealth.com, an AI-powered estate and tax planning...

Innovation has been dominated by AI over the past few years. Firms have rushed to embrace the technology, experimenting with pilots and moving beyond...

The US government launched the new Trump Accounts initiative, aimed at helping build long-term financial security for children, but will the accounts deliver on...

Most banks, insurers, wealth managers and pension providers still run their operations across a patchwork of disconnected systems, with product governance, market data, financial...

The foundations of digital identity across European banking are being rebuilt, and fincite has set out what regulated financial institutions need to know before...

WealthAi, the AI operating system for wealth management, has expanded its platform with the launch of WealthAi for Advisors, a new offering aimed at...

Aquiline, a global private investment firm focused on financial services and technology, has entered into a definitive agreement to invest in Flourish, an innovative...