Commercial Bank of Dubai Unveils CBD Invest for Wealth Management
CBD's new digital wealth management platform aims to enhance investment accessibility for affluent clients in the UAE.
CBD's new digital wealth management platform aims to enhance investment accessibility for affluent clients in the UAE.
Conquest Planning has integrated Shaping Wealth's AI-driven Lydia agent into its platform, enhancing financial advisory services. This collaboration aims to modernize the delivery...
Objectway's acquisition of Slib from BNP Paribas and Natixis underscores the growing importance of technology in wealth management, with implications for the broader fintech landsc...
Wells Fargo's latest investment in AI tools aims to boost productivity for financial advisors, reflecting a broader trend in financial services innovation.
Standard Chartered partners with BlackRock to integrate its Aladdin platform into myWealth Advisor, enhancing wealth advisory services.
SEI appoints Matt Provencher as global head of enterprise professional services, aiming to enhance its fintech offerings and client engagement.
Banyan Software has secured a majority investment in WIZE, a prominent wealth and asset management platform, expanding its reach across 27 countries and over 120 financial institut...