Technology
Brooks Macdonald agrees strategic tech partnership
In a bid to bolster its offering to intermediaries
US wealthtech platform expands to Europe and Asia
As it hires ex-Unicredit and Deutsche Bank WM employees to lead international growth strategy
How can the wealth industry improve client onboarding?
It has become an ‘increasingly onerous task for firms’ and a ‘source of frustration’ for clients
Aussie firm buys robo-adviser
Deal is an ‘important step forward’ for the company to implement its retirement advice plans
How open banking is powering the future of wealth management
User onboarding, withdrawals and account aggregation all key areas for the technology