03/31/2022
Vanguard and Betterment stand out as the strongest overall offerings among 16 robo-advisors evaluated
03/30/2022
The enhanced design of the app enables users to personalize their voting alerts and makes it easier than ever for individual investors to ask questions and vote in corporate elections.
03/30/2022
The question is through which channels and how can financial institutions mitigate the risks associated.
03/30/2022
Our report is based on our survey of over 1,500 mass-affluent and high-net-worth investors across 13 countries.
03/29/2022
President Biden last week urged American business leaders to strengthen their cyber defenses immediately.
03/29/2022
SEI Wins WealthTechAmericas Awards 2022
Recognition Reflects Expertise in Delivering Seamless Client Experience
03/29/2022
Goldman says the deal, set to close in the second half of the year, will accelerate its expansion its services to the growing defined contribution market through personalized managed accounts and digital advice.
03/29/2022
This partnership enables clients to connect with SignatureFD advisors through Zoe's Platform, recently recognized as one of Fast Company's most innovative companies globally.
03/28/2022
Brazil’s crypto unicorn 2TM would give Coinbase the leverage needed to secure a market leader position in Latin America.
03/28/2022
iCapital’s network of more than 10,200 advisors serving high-net-worth clients will gain streamlined access to Golub Capital’s alternatives expertise
03/28/2022
Access robust data and customizable reporting for complex investment portfolios Addepar’s platform and robust data “give advisors the ability to more efficiently service complex portfolios and investment needs.”
03/25/2022
The partnership demonstrates our commitment to the global wealth marketplace across the full spectrum of self-serve and adviser-driven propositions.
03/24/2022
With the introduction of robo-advice, investment management has already experienced the early influence of AI.
03/24/2022
The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform
03/24/2022
The update also mentioned that the implementation of this enhanced new platform has been “achieved in strategic partnership with InvestCloud
03/23/2022
A major shareholder tells the FT that the bank has not "provided a lot of metrics to judge success at this point".
03/23/2022
The ability for mutual clients to leverage the capabilities of both firms helps create an innovative and differentiated wealth management solution for the industry.
03/22/2022
It will focus on exploring and experimenting with potential technology approaches to determine how a CBDC could work.
03/22/2022
Judges noted that SupraFin had developed an app that allows users to create a basket of cryptocurrencies based on risk tolerance and suggests to the user when to rebalance. A very useful tool and an excellent submission.
03/22/2022
From rejecting crypto outright to embracing it full stop, Wall Street banks have completely changed their attitude on digital currencies in just a few years. On Monday, Goldman Sachs executed an over-the-counter crypto transaction, a first for a major U.