UK Financial Advice Gap Persists, With 73% of Clients Now Over 50
- 4 days 15 hours ago
- Wealth Management
intelliflo, a global leader in financial adviser technology, has released its 2025 Advice Map of the UK. Drawing on 2.8 million advised client records held within intelliflo office, the Advice Map of UK reveals how widely advice is accessed and found that engagement with financial advice varies considerably across age, relationship status, gender, and geographical location.
Scalable Capital Launches Private Equity Offer Together With BlackRock
- 1 week 6 days ago
- Wealth Management
With a new segment on its digital investment platform, Scalable Capital is setting new standards for investors: Soon, suitable investors in Germany will get access to alternative investments such as private equity. Through the Scalable Broker, they will be able to invest in companies that are not listed on stock exchanges for the first time. Until now, benefiting from this additional return and diversification potential has been primarily... more
BNP Paribas’ Securities Services Business Adopts Broadridge’s Global Class Action Solution to Maximize Clients’ Global Asset Recovery Opportunities
- 1 week 6 days ago
- Wealth Management
BNP Paribas’ Securities Services business, a leading global custodian with USD 13.7 trillion under custody, has partnered with global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE:BR) to expand its global custody services, appointing Broadridge as service provider for its global securities class action services.
Digital Private Equity Manager Moonfare Launches in Australia
- 4 weeks 13 hours ago
- Wealth Management
Fast-growing digital private equity manager Moonfare has further expanded its international operations by opening for business in Australia.
Leading Nursing Facility Cuts Turnover by 50% with DailyPay Benefit for Employees
- 1 month 3 days ago
- Wealth Management
The Springs Arkansas, the leading skilled nursing provider across Arkansas, is celebrating three years of partnership with DailyPay – a worktech platform and leading provider of earned wage access. Throughout this partnership, The Springs Arkansas is empowering employees with the ability to access their earned pay on their own timeline.
Eminence Home Care Teams Up With DailyPay To Modernize Benefits Offering
- 1 month 2 weeks ago
- Wealth Management
Eminence Home Care, a leading home healthcare agency, has partnered with DailyPay to offer its employees the financial wellness benefit of earned wage access.
Doconomy Announces New Partnership With KBC, Supporting Younger Generations With Access to Financial Wellbeing Tools
- 2 months 1 day ago
- Wealth Management
Doconomy, a leading impact fintech company providing banks with innovative tools to drive financial wellbeing and actionable sustainability, has today announced a new partnership with leading European bank, KBC. KBC sought to find the best solution to help younger generations – in particular those aged between 18 to 25 - improve their financial wellbeing in a sustainable way and achieve their savings goals.
UK Assets On GBST’s Composer Wealth Management Platform Pass £200 Billion
- 2 months 3 weeks ago
- Wealth Management
GBST, a leading global provider of wealth management and advice solutions for the financial services industry, has seen UK assets on Composer, its wealth administration SaaS solution, surpass £200 billion.
Moneyhub and Marygold & Co. UK Partner to Launch New Wealth App
- 2 months 4 weeks ago
- Wealth Management
Moneyhub has announced its partnership with Marygold & Co., Britain’s most emotionally intelligent money management app for individuals and small businesses, to enhance their app capabilities. Marygold’s app, which is due to launch early in 2025, streamlines customers’ ability to save without needing to switch banking accounts, and is founded with a commitment to radically simplifying the management of finances.
Masttro Launches Next-Gen Platform for Wealth Management
- 3 months 2 days ago
- Wealth Management
Masttro, the global leader in wealth tech solutions for family offices, RIAs, wealth managers and wealth owners themselves, today announced the launch of its next-generation platform, setting a new standard for easier and more powerful wealth data management.
The Majority of UK Wealth Managers View Artificial Intelligence (AI) as Critical to Shaping Their Future Operations
- 3 months 2 weeks ago
- Wealth Management
Avaloq’s research, conducted among over 300 wealth managers and 3,000 investors globally, reveals that 87% of UK wealth managers believe AI will be integral to their future work, with the same proportion believing that AI will bring benefits to the wealth management industry as a whole.
London Fintech 1FS Wealth And Apex Group Announce Strategic Partnership
- 3 months 2 weeks ago
- Wealth Management
Global wealth intelligence provider, 1fs Wealth, has announced a strategic partnership with, Apex Group, a leading financial services company, that will see the group’s clients benefiting from the latest in innovative, digital wealth management solutions.
Intesa Sanpaolo and BlackRock Partner to Develop Digital Wealth Management in Europe
- 3 months 3 weeks ago
- Wealth Management
Fideuram Intesa Sanpaolo Private Banking (FISPB) – the private bank of the Intesa Sanpaolo Group – is set to accelerate the growth of its Digital Wealth Management offering in Italy and across Europe, in collaboration with BlackRock, the world’s leading asset manager.
Wealth Management Firms Expected to More Than Double AI Budgets: Wipro Survey
- 3 months 3 weeks ago
- Wealth Management
Wipro Limited, a leading technology services and consulting company, today unveiled insights from its report, "AI in Wealth Management: Navigating an Evolving Data-Driven Landscape". The report, based on a survey conducted among 100 executives in the U.S., examines how artificial intelligence (AI) is changing the wealth management landscape and emphasizes the importance of strategic investments in technology infrastructure. It also highlights... more
Wealth Managers Struggle to Meet Clients’ Technology Expectations – Avaloq Research
- 5 months 1 week ago
- Wealth Management
A quarter (25%) of investors globally would consider switching from wealth managers that fail to modernize and embrace new technology, according to Avaloq, a leader in digital banking solutions and wealth management technology. The new research, conducted among over 3000 investors and 300 wealth managers across Europe, Asia, and the Middle East, found that wealth management professionals are reluctant or unable to use investment advisory tools... more
