Tag: Wealth management

In today's financial world, wealth management requires a strategic, technology-driven approach. A Portfolio Management System is essential, according to WealthArc, an asset management software developer. 

The aspiration to work in the hustling, bustling financial heart of London City and impact the financial services sector is a common dream shared by many graduates. In Aiviq, a burgeoning cloud-data company, these young professionals are not merely dreaming but actualising ambitions, playing critical roles that contribute substantively to the enterprise's mission of supplying comprehensive data and analytics solutions to asset managers.

Volatility Labs Inc. (Fig Investments) has announced the addition of David Schaffner, CFA, as their strategic advisor.

Environmental, social and governance (ESG) sits near the top of priority lists for many consumers, governments and businesses. As the world tries to encourage...

Cryptocurrency is rapidly emerging as a vital asset class, transforming the financial landscape. However, the lack of visibility into cryptoassets has hindered advisors from delivering truly holistic advice. Indeed, a recent NBC poll revealed that one in five Americans has dabbled in cryptocurrency, underlining the urgency for advisors to step up their game.

Despite data being the lifeblood of wealth management, many firms lack complete and clean datasets. Brian Costello - head of data strategy and governance at Morningstar Wealth - recently sat down with FinTech Global to explore how ByAllAccounts is helping wealth technology enterprises, platforms and the wealth managers they serve improve their use of data.

Arta Finance, a leading FinTech company, has recently marked a significant achievement by opening its digital family office platform to all qualified investors in the United States.

Flanks, an innovative API for automated wealth services, has successfully secured £8m a Series A funding round led by Earlybird Venture Capital.

MarshBerry, a global M&A advisory firm for insurance brokers, has revealed that it has acquired IMAS Corporate Finance LLP (IMAS).

Emirates NBD has unveiled a cutting-edge digital wealth platform as part of its 60th-anniversary celebrations.