Tag: Wealth management

Data is the lifeblood for modern finance, and how it’s managed can make or break a business. QUODD was built to help firms improve...

HB Wealth, a fee-only independent wealth management firm with $30bn in assets under management, has expanded its partnership with Arch, a private markets operations...

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

When wealth management firms think of digitalisation, philanthropy might not appear high on their priority lists. However, Foundation Source CEO Joseph Mrak III believes...

According to Ortec Finance, in today's technology-driven and regulatorily mature environment, the re-entry of high street banks into financial advice could prove to be...

Ortec Finance, a global provider of risk and return management solutions, has launched the BETA version of OPAL Targeted Support, a framework built to...

Performativ, an AI-native operating system for wealth management, has closed a $14m Series A funding round led by Deutsche Börse Group. The round also drew...

In an increasingly competitive market, Vincent Lévesque, vice-president, head of products at Croesus, believes personalized video communications help to give firms an edge over...

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

The new UK's Advice Guidance Boundary Review has been pitched as a 'once in a generation change', but how is it going to change the wealth management landscape?