Is Big Tech Making a Move on Wealth Management?
For many in industry, big tech firms pose significant competitive threat to wealth managers. Should we focus on potential partnership opportunities.
Recent
RQD Clearing Launches Real-Time Cloud-Based System
RQD Clearing has launched what it says is the industry’s first correspondent clearing platform built entirely on cloud-native, real-time technology.
CFPB Touts Lending Halt at LendUp Loans, a Fintech Backed by Google Ventures, QED Investors and More
According to the CFPB, LendUp has agreed to stop making loans, collecting on certain loans while paying a penalty pertaining to a 2021 lawsuit.
The Northern Trust Institute Releases 2022 Wealth Planning Outlook: "Wealth, Redefined"
Annual report explores five societal changes and offers corresponding wealth planning strategies.
Pascal Wealthtech Acquires Living Wealth Media Inc, a Digital Relationship Marketing Platform for Wealth Advisors
Pascal WealthTech recently announced that it has acquired Living Wealth Media Inc., a digital relationship marketing platform for wealth advisors.
From AI to Machine Learning, 4 Ways in Which Technology is Upscaling Wealth Management Space
Wealth Tech companies have rapidly spawned in recent years. Cutting-edge technologies are making their way into almost all industries.
American Banker Survey: 40% Of Banks Will Go Crypto In 2022
Nearly 40% of those questioned said they are likely/somewhat likely to offer crypto services to retail clients next year.
