The wealth management industry is undergoing an evolution, both in terms of client needs and the availability of tools that can help firms manage customer experiences more efficiently. As clients grow ...
Apex Fintech Solutions has launched its Apex AI Suite, featuring one of the first agentic development kits in the clearing ...
As UHNW and HNW families across Asia confront rising complexity, concentrated risks and accelerating cross-border ambitions, ...
In his contribution to the Hubbis Asian Private Wealth Management Outlook 2026, Narit Kosalathip, Managing Director and Head ...
NEW YORK, Dec. 2, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (BR) (NYSE: BR), a global Fintech leader, today announced that it has been positioned as a Leader in the inaugural IDC ...
Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company WESTON, Mass.--(BUSINESS WIRE)--Advisor360° has ...
Voyage Wealth Architects represents another significant acquisition for OnePointBFG after it sold a minority stake to Joe ...
IRALOGIX, a leading provider of cloud-based, fully paperless IRA recordkeeping and technology solutions for the wealth management industry, has been named to FinTech Global’s prestigious 2025 ...
From left, Era Jain, co-founder and CEO of Zeplyn; Janise Brooks, president of PAX Financial Group; and Trevor Chuna, senior vice president and chief technology officer of the Sequoia Financial Group ...
Private banking is evolving from a relationship-only model into a technology-enabled wealth advisory ecosystem. Across Europe ...
GRAND-LANCY, Switzerland, Oct. 23, 2025 (GLOBE NEWSWIRE) -- Temenos (SIX: TEMN), a global leader in banking technology, today announced it has been named a Leader in the IDC MarketScape: Worldwide ...
This content is contributed or sourced from third parties but has been subject to Finextra editorial review. Technology in the wealth management industry cannot be avoided. Firms will have to adapt or ...
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