Wealth Connect 3.0: HKMA chief promises upgrades to boost appeal
The cross-border scheme for wealth-management products could also expand to mainland investors beyond the Greater Bay Area, ...
Zoe Financial Recognized With 2025 FinTech Breakthrough Award for Best Wealth Management Product
NEW YORK CITY, NEW YORK / ACCESS Newswire / March 19, 2025 / Zoe Financial ,a digital end-to-end wealth platform that aims to ...
Asian News International on MSN4d
Valuefy marks 15 Years with the Launch of Next-Gen WealthTech Platform, Redefining Global Wealth Management
Valuefy, a global leader in WealthTech innovation, commemorated its 15-year journey with the launch of its all-new, fully ...
Morningstar9d
Michael Mandelos Joins Orion as Wealth Management Product Leader
In his new role, Michael oversees comprehensive product portfolios, including Wealth Management platform technology and investment solutions, while managing partner relationships. Michael reports ...
Financial Planning12d
AI for advisor growth: FINNY attracts industry leaders
Josh Brown, CEO of Ritholtz Wealth Management, invests in the fintech firm and joins its advisory board to help steer the ...
阿思達克財經網13d
Fitch: 2024 CN Banks Wealth Mgmt Product Balance Grows 12%
Rating agency Fitch expected the level of Chinese banks' wealth management product (WMPs) balance to nominal GDP, which stood at 23% at end-2024 following a 12% YoY increase to RMB30 trillion ...
Crowdfund Insider3d
Malaysian Wealth Management Platform Versa Secures Funding for Growth Plans
Malaysia-based wealth management platform Versa has completed its Series A funding round led by AHAM Asset Management Berhad (AHAM Capital), the company said, ...