06/10/2024
Though cryptocurrencies account for 5% of portfolios, an allocation that would have been unthinkable a decade ago, they remain strikingly split over the role of the asset class.
06/10/2024
Exclusive event dedicated to technology and innovation in wealth management brings together wholesalers and advisors for collaboration and learning in a digital-first environment
06/07/2024
Mike Lynch, once hailed as Britain’s king of technology, has been cleared of charges alleging he orchestrated a fraud and conspiracy leading up to an $11 billion deal that turned into a costly albatross for Silicon Valley pioneer Hewlett Packard.
06/06/2024
The Coinshares report also noted that Bitcoin investment funds account for over $74 billion in assets under management globally.
06/05/2024
Asset Managers to Offer Unified Managed Account-eligible Direct Indexing, Custom HNW Solutions and More on Envestnet Platform; Invest in Enhancements to Envestnet's UMA Ecosystem
06/05/2024
The new offering, which is planned to launch in October and will be accessible directly through Papara’s app
06/03/2024
Citi is being sued by the state of New York for failing to respond adequately when people promptly told the bank that scammers had stolen money by initiating wire transfers from their accounts online.
06/03/2024
Dimon didn't say that the new use cases will displace human beings at JPMorgan, and yet when you look at what they entail, this seems semi-inevitable.
05/31/2024
Joseph Wilson, manager of the $7.4bn JP Morgan US Technology fund tells FSA why he thinks tech exposure will be considered core in the future.
05/30/2024
Fake content has never been easier to create—or harder to catch.
05/29/2024
Gen AI as a client engagement solution has the potential to change the way a personalized fact-find
05/28/2024
JPMorgan doesn’t foresee the SEC approving additional crypto ETFs following spot Ethereum ETFs.
05/22/2024
The bank’s wealthy clients met California tech hub leaders as part of its “All-in on Innovation” scheme.
05/22/2024
The bank, which holds $5 trillion in client assets and employs 310,000 people, said it will allocate the tech investment across its businesses and strategy.
05/22/2024
The BaaS industry is a tremendous vehicle for innovation and reaching underserved and underbanked communities
05/20/2024
Fintech to join seventh cohort to develop digital onboarding solutions for community banks
05/17/2024
The merger is anticipated to close in the third quarter of 2024
05/16/2024
Cognizant is working on incorporating AI in the future of wealth management to maintain its position.
05/16/2024
The 20 finalists will be celebrated during a dedicated recognition dinner at the DIGITAL BANKING conference this June, where one top winner will be named
05/16/2024
Digital Privacy & Protection's efficient protocols facilitate quick client assessments and updates, ensuring effective defense strategies.