What firms should know when looking to custodial independence for advisors
One of the biggest challenges that wealth firms face is providing their advisors with seamless access to custodial data. This is not just a technical hurdle, but a fundamental aspect of how WealthTech can empower financial advisors to better serve clients with utmost confidence.
Majority of wealth managers are dissatisfied or indifferent to their current technology
The majority of wealth managers (70%) have expressed dissatisfaction or indifference towards their existing technology systems, according to recent research conducted by Avaloq.
WealthArc and ZeroLink join forces to revolutionise wealth management with advanced AI technology
WealthArc, a distinguished provider of wealth data management solutions, has entered into a strategic partnership with ZeroLink, an innovator in neurosymbolic KGQA technology.
Bahrain FinTech Bay enters partnership with The Family Office
Bahrain FinTech Bay (BFB) has entered into a strategic partnership with The Family Office that aims to at revolutionise the landscape of wealth management in the region.
How is technology democratising wealth management?
In a recent post by Kidbrooke, the company outlined how wealth management can be democratised by utilising financial analytics.
Saxon Trust secures new £35m funding line from OakNorth
Saxon Trust has significantly expanded its funding capability with a new £35m funding facility from OakNorth.
US FinTech Ampla secures $258m credit facility with Goldman Sachs and Atalaya
Ampla has secured a $258 million credit facility with Goldman Sachs and Atalaya Capital Management.
Howden acquires Apex Insurance New Zealand to build Pacific broking operation
Howden has completed its acquisition of Apex Insurance New Zealand and its associated subsidiaries, as it looks to form a leading broking operation in...
Howden’s Aston Lark acquires insurance broker Curtis Marine
Howden-owned Aston Lark has announced the acquisition of Curtis Marine, a Plymouth-based marine insurance broker.
Newfront launch new tool to streamline workflows
Insurance brokerage firm Newfront has introduced a powerful tool designed to streamline workflows and manage complex employee benefit programmes.
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