wealth management Archives | The Fintech Times

How Does Regtech Need to Change for Wealth Management With SEI, the Rudin Group, and More

Francis BignellMay 19, 2022May 19, 2022

by Francis BignellMay 19, 2022May 19, 2022

Our #regtech focus analyses the impact #regulation tech can have on #wealthmanagement as we hear from @SEIresearch, @TheRudinGroup, @SteelEyeLtd, and @finder...

Why Wealth Management Pros Shouldn’t Be Afraid to Embrace the Cloud

Polly Jean HarrisonMarch 11, 2022March 10, 2022

by Polly Jean HarrisonMarch 11, 2022March 10, 2022

Why #WealthManagement pros shouldn't be afraid to embrace the #Cloud...

Over 3 in 4 Wealth Managers Have a More Positive Outlook on Cryptocurrencies Since 2020

Francis BignellJanuary 21, 2022January 20, 2022

by Francis BignellJanuary 21, 2022January 20, 2022

The pandemic has caused 78% of traditional #investors to have a positive outlook on #cryptocurrencies finds @NickelDigital...

Reconciliation is the Greatest Challenge for 60% of Asset and Wealth Managers Businesses

Polly Jean HarrisonDecember 13, 2021December 10, 2021

by Polly Jean HarrisonDecember 13, 2021December 10, 2021

#Reconciliation is the Greatest Challenge for 60% of Asset and #WealthManagers Businesses...

Mobiquity: 80% Of Wealth Management Firms Benefit from Digital Transformation during COVID-19

Polly Jean HarrisonNovember 23, 2021November 22, 2021

by Polly Jean HarrisonNovember 23, 2021November 22, 2021

80% Of Wealth Management Firms Benefit from Digital Transformation during COVID-19 says @mobiquityinc...

COVID-19 Expectations, Fraud and Customer Experience are Boardroom Priority for UK Wealth Managers

The Fintech TimesNovember 2, 2021November 1, 2021

by The Fintech TimesNovember 2, 2021November 1, 2021

COVID-19 expectations, fraud and customer experience boardroom priority for UK #WealthManagers finds @mobiquityinc...

Equator: Why Wealth Managers Must Invest in Tech

Polly Jean HarrisonOctober 19, 2021October 18, 2021

by Polly Jean HarrisonOctober 19, 2021October 18, 2021

Why wealth managers must #Invest in #Tech with @equatoragency...

Citi Ventures: Wealth Customer Needs in an Age of Anxiety

The Fintech TimesSeptember 25, 2021September 27, 2021

by The Fintech TimesSeptember 25, 2021September 27, 2021

In this guest-authored post for The Fintech Times, Alex Sion, and Dan Blumberg of @CitiVentures offer a solution to how traditional wealth advisors can better...

Aster Launches a New Platform to Cater To the 98% Of MENA HNWI Who Want Secure Wealth Management

Francis BignellSeptember 6, 2021September 6, 2021

by Francis BignellSeptember 6, 2021September 6, 2021

Despite #wealthtech evolution, the tools to manage assets and associated liabilities have not kept pace with the needs of the market. In response to this...

WealthKernel’s Investment Infrastructure Is the “Behind the Scenes Plumbing” for Wealth Management

Polly Jean HarrisonAugust 16, 2021August 17, 2021

by Polly Jean HarrisonAugust 16, 2021August 17, 2021

News: @WealthKernel #investment Infrastructure Is the “Behind the Scenes Plumbing” for #WealthManagement...

Tag : wealth management

How Does Regtech Need to Change for Wealth Management With SEI, the Rudin Group, and More

Over 3 in 4 Wealth Managers Have a More Positive Outlook on Cryptocurrencies Since 2020

Reconciliation is the Greatest Challenge for 60% of Asset and Wealth Managers Businesses

Equator: Why Wealth Managers Must Invest in Tech

Citi Ventures: Wealth Customer Needs in an Age of Anxiety

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