wealth management - Financial Technology Insights

January 10, 2025
Fintech Staff Writer
FinTech, FinTech Insights, Fintech News, Technology

The Implications of Azets Wealth Management’s Planned Acquisition of Laurus Associates Limited

Introduction It has been agreed upon that Azets Wealth Management would acquire Chartered Financial Planners Laurus Associates Limited (also known as “Laurus Associates”), which will further expand the company’s...

LPL Financial Transforms Advisor and Investor Experience

December 24, 2024
FinTech Media Room
Finance, Fintech News, Markets, Platforms, Technology

LPL Financial Continues to Transform the Advisor and Investor Experience Through Financial Technology

LPL Financial LLC, a leader in the wealth management industry, announced updates to the firm’s financial technology, investment solutions and platform infrastructure. This sustained focus demonstrates LPL’s commitment to...

December 20, 2024
FinTech Media Room
Finance, Fintech News, Markets, Platforms, Technology

InvestCloud Introduces Private Markets Account: A Wealth Management First

Enabling Alternative Investments To Be Held in a Fully Dedicated Sleeve Within the Managed Account Structure Represents Seismic Shift in Wealth Management Leading Technology, Relevant Models and Strategic Partnerships...

December 16, 2024
FinTech Media Room
Finance, Fintech News, Wealth management

Citadel Credit Union Partners with Cetera to Enhance Wealth Management

Citadel Credit Union is proud to announce its wealth management team is transitioning from its broker-dealer relationship to Cetera Investment Services, LLC, a leading broker-dealer known for its expertise in supporting...

December 9, 2024
Fintech Staff Writer
Fintech News, Wealth management, Wealthtech

Masttro’s Innovative Wealth Management Platform

Advancements in Wealth Management with the Launch of Masttro’s Next-Generation Platform Masttro, the global leader in wealth tech solutions for family offices, RIAs, wealth managers, and wealth owners, announced...

November 22, 2024
FinTech Media Room
Banking, FinTech, Fintech News

Deloitte Digital Unveils Agentforce Accelerators in Collaboration With Salesforce and Anthropic

The new solution integrates Generative AI capabilities powered by Amazon Bedrock with extensive compliance features to help ensure safety, trust and innovation Deloitte Digital launched Agentforce accelerators, developed in...

November 21, 2024
FinTech Media Room
Fintech News, Investments

d1g1t Launches Trading Unified Managed Accounts Framework

The New Framework Provides a Simpler Way to Manage Complex Investment Strategies d1g1t a leading wealth management technology company announced the launch of its Trading Unified Managed Accounts (UMA)...

November 4, 2024
FinTech Media Room
Artificial Intelligence, Fintech News, Technology

Wealth Management Firms Expected to More Than Double AI Budgets: Wipro Survey

AI budgets in wealth management to surge from 16% to 37%, but a readiness gap in regulatory compliance and skilling of talent threatens to slow down efforts Wipro Limited,...