Wealth management stories - Page 4
Revolut applies for banking licence in New Zealand
Mon, 9th Dec 2024
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rbnz
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wealth management
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financial services
Revolut has lodged an application to become a registered bank in New Zealand, aiming to enhance financial services for Kiwis with innovative solutions.
Why your money buys less every year — and how to fight back
Tue, 3rd Dec 2024
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crypto
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blockchain
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defi
As inflation erodes purchasing power, experts advise investing in assets that outpace price rises to safeguard your finances against currency debasement.
Bravura appoints Knowles & Jessurun to drive expansion
Tue, 26th Nov 2024
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digital transformation
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global expansion
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bravura solutions
Bravura Solutions has appointed Aaron Knowles as Global Head of Product Management and Rob Jessurun as Business Development Director to aid global expansion.
Taoshi unveils Glitch, aiming to democratise AI trading
Thu, 31st Oct 2024
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saas
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data protection
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paas
Taoshi has launched Glitch, an innovative SaaS platform designed to offer advanced AI-driven trading strategies to retail investors worldwide.
Booster's Savvy card finalist at Banking Tech Awards
Thu, 24th Oct 2024
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fintech
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cx
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martech
Booster's Savvy debit card has been named a finalist in two categories at the Fintech Futures 2024 Banking Tech Awards, competing against major banks.
Laserfiche clinches ninth WealthManagement.com Industry Award
Thu, 19th Sep 2024
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crm
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document management
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digital transformation
Laserfiche has clinched its ninth WealthManagement.com Industry Award for its generative AI document summarisation tool, boosting efficiency in wealth management.
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Broadridge appoints Paul Simpson as Vice Chairman of Global Technology & Operations Business
Wed, 13th Sep 2023
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wealth management
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job moves
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broadridge
Broadridge Financial Solutions appoints Paul Simpson as Vice Chairman to enhance client focus and drive go-to-market initiatives.
NZ wealth managers rely on intuition for client risk suitability
Tue, 2nd May 2023
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fintech
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risk & compliance
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wealth management
There is still strong support for better systems to help them improve the service to clients and better assess risk suitability.
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Lendor appoints Jo Olivia Lee as chief operating officer
Fri, 1st Jul 2022
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clean technologies
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capital
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climate change
Jo Olivia Lee appointed as chief operating officer. She will oversee app development and operations for Singapore and Lendor Thailand.
Video: 10 Minute IT Jams - Who is Bybit?
Fri, 2nd Jul 2021
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crypto
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blockchain
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clean technologies
Bybit, a cryptocurrency exchange, boasts over 2 million registered users worldwide. TechDay uncovers the ins and outs with Bybit's Head of Communications.