Welcome to Finextra. We use cookies to help us to deliver our services. We'll assume you're ok with this, but you may change your preferences at our Cookie Centre.
Please read our Privacy Policy.

Accept
/wealth
Channels

/wealth management

News and resources on wealth, investment management, robo and advisor markets worldwide.

More /wealth announcements »
Cred moves into wealth management with acquisition of Kuvera

Cred moves into wealth management with acquisition of Kuvera

Indian fintech giant Cred is to move into the wealth management market with the acquisition of mutual fund and stock investment platform Kuvera.

Continue reading »

WealthKernel secures £6 million Series A extension

WealthKernel secures £6 million Series A extension

Collaboration is key: Future focus for Temenos, Cognizant & ABN AMRO

Collaboration is key: Future focus for Temenos, Cognizant & ABN AMRO

Objectway buys Canada's Nest Wealth

Objectway buys Canada's Nest Wealth

InvestCloud installs former Fiserv chief Yakubi as CEO

InvestCloud installs former Fiserv chief Yakubi as CEO

Citi joins £25m Series A for UK fintech Zilo

Citi joins £25m Series A for UK fintech Zilo

Finextra's year in review

Finextra's year in review

Wealthtech Prosper hits £1 million crowdfund mark

Wealthtech Prosper hits £1 million crowdfund mark

Scalable Capital closes on €60 million equity financing round

Scalable Capital closes on €60 million equity financing round

Fintech valuations stabilising says VC fund chief

Fintech valuations stabilising says VC fund chief

UK funds given green light for tokenisation

UK funds given green light for tokenisation

More news
Join us at Money20/20 Europe 2024 - 4-6 June, Amsterdam | Use code FEX200 to save €200 on your tickeJoin us at Money20/20 Europe 2024 - 4-6 June, Amsterdam | Use code FEX200 to save €200 on your ticket
Wealth management blogs
Artificial Intelligence and Financial Services  

Dmitry Gooshchin Answers: What to Expect from Bitcoin Halving In Today’s More Mature Crypto Market

Dmitry Gooshchin

Dmitry Gooshchin - EndoTech - Tel Aviv

Fintech  

6 hidden FX costs every fund manager should know about

Eric Huttman

Eric Huttman - MillTechFX by Millennium Global - London

Fintech  

The Rise of AI in Investment Strategies in 2024: how AI revolutionizing investment strategies

Stanislav Andreev

Stanislav Andreev - SBSB FinTech Lawyers - Prague

Banking Strategy, Digital and Transformation  

How BPaaS transforms back-office efficiency in wealth management

Roberto Vigano

Roberto Vigano - Avaloq - Zurich

See all /wealth blogs »
Latest TV
See all TV »
Collaboration is key: Future focus for Temenos, Cognizant & ABN AMRO

Collaboration is key: Future focus for Temenos, Cognizant & ABN AMRO

Speaking at TCF 2023, Matthew Lee, Global CTO & Head of Innovation BFS, Cognizant, and Mel Jacobs-Kemps, CIO, Wealth Management & Corporate Banking, ABN AMRO, discuss their joint partnership with Temenos. We hear about what's important to each about the collaboration and how they are working on the Temenos platform, about the strategic choices made recently, and where the focus will be for ABN AMRO going forward.
Cloud, SaaS & ESG: Trends causing a shift in Wealth Management

Cloud, SaaS & ESG: Trends causing a shift in Wealth Management

Speaking at TCF 2023, Alexandre Duret, Senior Product Director, Wealth Management, Temenos, discusses the role technology plays in supporting private banks and wealth management, and the processes used to help adapt to new market opportunities.
Unlocking the Value of Generative AI & Large Language Models

Unlocking the Value of Generative AI & Large Language Models

Speaking to FinextraTV, Jerry Haywood, CEO, boost.ai, discusses harnessing the power of Generative AI and how financial services can leverage large language models and Conversational AI to innovate within the industry.
How is digitalization reshaping wealth management?

How is digitalization reshaping wealth management?

Speaking to FinextraTV, Yaela Shamberg, Co-Founder and Chief Product Officer, InvestCloud, discusses the digital tools and trends reshaping the next phase of the wealth industry.
The long read
See all »
Christian Kent

Can the wealth management industry embrace technology in the race for alternatives?

Christian Kent - Managing Director, Houlihan Lokey
Discussion
US Retirement providers – Adapting to new reality
Kuldeep Shrimali

Kuldeep Shrimali

  For the second consecutive year, U.S. annuity sales set an all-time record high, according to preliminary results from LIMRA’s U.S. Individual Annuity Sales Survey, representing 83% of the total U.S. annuity market. Powered by unprecedented fixed annuity sales, total annuity sales were $385 billion in 2023, 23% higher than the record set in 2022.  

Reply Read article

InvestCloud installs former Fiserv chief Yakubi as CEO
A Finextra Member

A Finextra member

  Is this a sign of things to come for Investcloud?

Reply Read article

US Retirement providers – Adapting to new reality
Kuldeep Shrimali

Kuldeep Shrimali

  TIFIN, Franklin Templeton To Launch TIFIN @Work. The AI-powered employee financial wellness platform is meant to help small- to mid-sized advisors gain traction in the retirement plan market.

Reply Read article

Transform thematic investing leveraging AI
Kuldeep Shrimali

Kuldeep Shrimali

  Recent advances in AI have allowed investors to automate some of the traditionally labor-intensive components of thematic investing. Depending on the investment style, AI can automate two major areas of this process. Find more at Deutsche Bank Research

Reply Read article

Featured
See all news »
Grayscale secures SEC legal win over bitcoin ETF

Grayscale secures SEC legal win over bitcoin ETF

Irish fintech funding slows down

Irish fintech funding slows down

More banks pay multi-million dollar penalties over WhatsApp use

More banks pay multi-million dollar penalties over WhatsApp use

US asset managers apply to SEC for bitcoin ETFs

US asset managers apply to SEC for bitcoin ETFs

The long read
See all »
Paige McNamee

Wealth management: Evolving the role of wealth advisor for a digital future

Paige McNamee - Finextra Research
Elsewhere...

  1. TechCrunch

    Fintech faces its reckoning: It’s only a matter of time until the house of cards collapses

  2. BBC

    Goldman Sachs boss David Solomon set to DJ Lollapalooza

  3. The Guardian

    Credit Suisse leak unmasks criminals, fraudsters and corrupt politicians

  4. BBC

    Bankers told to return to desks as restrictions end

  5. S&P Global

    JPMorgan, Lloyds moves may spur more wealth management fintech deals at UK banks

The long read
See all »
Liz Field

Is the future of the wealth management industry here?

Liz Field - Chief Executive, PIMFA