Survey: Technology trends in wealth management
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Robo-Advisory
ChatGPT and generative AI – what does banking have to do with it?
Ready or not, the generative AI genie is out of the bottle and there is no going back.
What the FinTech? | S.4 Episode 3 | Generative AI in banking
In this episode, we’re joined by Miguel Navarro to discuss how generative AI could impact financial services.
Are the machines coming for your job? Probably!
Generative AI may soon be able to build platforms or design new products in the financial services industry.
FinTech Futures: Top five stories of the week – 28 October 2022
Here’s our pick of five of the top news stories from the world of finance and tech this week.
What the FinTech? | S.3 Episode 8 | A hybrid approach to wealth management
In this episode of the podcast, we’re joined by Aaron Davis, director of product marketing at OneSpan.
FinTech Futures: Top five stories of the week – 1 April 2022
Here’s our pick of five of the top news stories from the world of finance and tech this week.
Goldman Sachs snaps up retirement robo-advisor NextCapital
The transaction is expected to be completed in the second half of 2022.
Driving innovation in finance through trustworthy AI
Artificial intelligence (AI) is fast becoming an essential tool for the financial services industry.
UBS agrees $1.4bn deal to acquire wealth management platform Wealthfront
Millennial and Gen Z-focused Wealthfront caters to “the next generation of investors”.
United Fintech acquires 25% stake in asset management platform Athena
The multi-stage acquisition deal is the company’s fourth acquisition in 14 months.
Digital wealth manager Wealthsimple exits UK
All eligible accounts will be transferred to Moneyfarm in January.
Sibos 2021: Connecting with customers is key to digital transformation
Banks should adopt a client-centred approach to their services to forge a deeper relationship with customers.
Robo-advisor Betterment achieves unicorn status with $160m capital injection
The funding was drawn from a Series F round and $100m credit facility.
Your financial digital twin
What if you had a digital twin that could manage your money faster and better than you?
Fintech funding deals globally 3-9 May 2021
Featuring Wealthsimple, CollectiveHealth, Bitso, Shift Technology, and Forge Global.
Fintech funding deals globally 1-7 February 2021
Featuring Stash, Built, LeaseLock, Valon Mortgage, and Metromile.
Innovations – moonshot thinking and the art of walking the Earth
In wealth management, innovations need challengers, ambitious goals… and patience.
From data to decisions: The rise of AI in retail banking
But first, banks need to de-silo their data and create a single data universe.
Banking Technology December 2019 / January 2020 issue out now
A year in review.
US challenger Unifimoney launched by former Samsung Pay exec
The new bank is aiming for a 2020 launch.
The best of Robo Investing 2019
Catch up on exclusive interviews from Robo Investing 2019 .
Nucoro warns 84% of wealth management digitisation could fail
Wealth managers must re-engineer their operations to compete.
Empaxis teams with InvestCloud to launch TAMP1
The platform is designed for small to medium-sized investment managers.
Schroders Personal Wealth troubled by IT issues
The launch of the joint venture between Lloyds and Schroders have prompted widespread complaints from staff.
Wealthfront acquires robo advisor Grove
California-based, Wealthfront, is acquiring financial planning fintech Grove for an undisclosed sum
Separating the wheat from the chaff
Discover the ways to tackle complex data estates with Adlib Software.
A win-win despite the trade war: why small-time foreign investors and US markets need each other
While the trade war looks set to escalate, it seems there may be a silver lining for the US economy.
Lending Club, Wealthfront and Intuit team for consumer data
What do you get when you combine Intuit, Lending Club and Wealthfront?
UBS to sell robo-advisor SmartWealth to SigFig
Swiss bank already has an equity stake in SigFig.
The vital role of actionable content
Retail investors are more informed and independent than ever before.
DriveWealth and Bambu join forces on robo-advisory tool
Two wealthtech companies from opposite sides of the globe have built upon their partnership.
The rise of wealthtech
Artificial intelligence (AI) and machine learning (ML) are revolutionising wealthtech.
Additiv and Orange Business Services in juicy wealthtech hook-up
European robo-advisor Additiv makes its cloud-based tech available to banks and FIs.
AI is a buzzy word, but how can banks put it to work?
What is AI and how can financial services companies leverage it to their advantage?
Wealthtech firm WeInvest raises $12.3m, Schroders among investors
The financing comes from angel investors and Schroders.
Five ways AI is disrupting financial services
Whether you realise it or not, artificial intelligence (AI) is taking over the world.
Robo-advice: the future is now
While we know that robo-advice is here to stay, who is actually using it?
Fintech start-ups acquired by banks – CB Insights
2017 saw more acquisitions by top US banks than any other year.
Glossary: what’s what in fintech
What’s what in fintech? Here is a glossary of the most commonly used terms.
