06/20/2025
Prosperity IFA Limited Selects SEI for Tailored Model Portfolios
Goals-Based Investment Approach and Consultative Services Core to Driving Growth
06/20/2025
Goals-Based Investment Approach and Consultative Services Core to Driving Growth
06/18/2025
Spain’s second-largest bank is now actively advising private banking clients to allocate up to 7% of their portfolios into Bitcoin.
06/18/2025
Building on the firm’s existing Iress Open API framework, which currently supports over 100 fintech and regtech integrations, the new Partnership model marks a significant shift.
06/18/2025
A global household retailer looking to drive back-office productivity by growing a digital workforce using multiple AI models.
06/18/2025
One of the U.K.’s leading financial mutual extends 20-year relationship with SS&C
06/18/2025
For wealth managers, this is a moment of both opportunity and reckoning.
06/17/2025
Sidekick is one of a number of entrants targeting the mass affluent market, using technology to offer products and services once reserved for the super rich.
06/17/2025
People earning six figures today still get offered the same tools as someone just starting out
06/17/2025
Franklin Templeton's Matt Cioppa looks at the state of fintech in 2025
06/16/2025
Devastating attacks at M&S, the Co-op and Harrods highlight risks as lenders say cybersecurity is biggest expense
06/16/2025
The UK’s open banking regime requires major banks that hold certain customer accounts to enable third party access to that data
06/13/2025
While early online banks successfully digitized traditional services, they largely failed to adapt to the technological and business model innovations that define modern financial services.
06/10/2025
The sandbox will help firms who are in the discovery and experiment phase with AI.
06/10/2025
Enterprise Ireland is ranked among the top three most active European fintech investors in 2024, driven by strategic focus on early-stage companies where the organisation excels.
06/10/2025
Designed to meet the rising demand from the 43% of advisers already leveraging AI
06/10/2025
Spring uses Moneyhub’s Open Banking technology, allowing it to connect effortlessly with a customer's existing current account.
06/10/2025
The chatbot, which Starling describes as an industry-first, also produces graphs and analytics in response to questions to help customers track their spending habits over time.
06/09/2025
Financial promotion rules would apply, so consumers get information on the risks and would not be offered inappropriate incentives to invest, in the same way as if they bought cryptoassets directly.
06/09/2025
The study, conducted by Opinium on behalf of LHV Bank, highlights growing frustration with both traditional and digital banks.
06/09/2025
Customer gets a text message to their phone, requesting that they call a phone number about a suspicious transaction/or activity.