In another signal that traditional finance and digital assets are inching closer together, 3iQ Corp. has appointed Christophe Racine as Head of Business Development for Switzerland, covering the broader DACH region (Germany, Austria, Liechtenstein).
In a bold move to simplify one of finance’s most complex back-office functions, FIS has rolled out its new Asset Servicing Management Suite, a unified platform designed to automate and integrate critical post-trade processes—from corporate actions to proxy voting, class action claims, operational claims, and tax reclaims.
In a move that blends old-money wealth strategy with modern technology, SignatureFD has launched AutographFD, a new operating division designed to democratize access to Private Placement Life Insurance (PPLI) — one of the most powerful, yet often misunderstood, tools in the high-net-worth playbook.
The fintech world just got another jolt of AI energy. Motive Partners, the private equity firm known for backing financial technology innovators, has made a $100 million strategic investment in Electric Mind, a fast-growing AI and data engineering company.
Mako Financial Technologies, a leading workflow platform for financial services, has partnered with Trulioo, a top global identity verification provider, to streamline Know Your Customer (KYC) processes for wealth management firms. The integration embeds Trulioo’s identity verification and anti-money laundering (AML) capabilities directly into Mako’s configurable onboarding and renewal workflows.
Manulife Wealth & Asset Management is turning artificial intelligence into a strategic ally for its investment research teams. The firm’s newly launched AI Research Assistant is designed to streamline public markets analysis, transforming vast data into actionable investment insights while cutting document review time by 70-80%.
Kwanti, the portfolio analytics platform for financial advisors and investment managers, has once again been recognized as the industry leader in portfolio analytics, winning the ‘Portfolio Analytics’ award in the Technology Providers category of the 2025 WealthManagement.com Industry Awards. The win marks the second consecutive year the firm has captured the honor, thanks in large part to its new Risk Profiling Platform.
Blue Owl Capital Inc. (NYSE: OWL), a leading alternative asset manager, has launched the Blue Owl Alternative Credit Fund (OWLCX), its first interval fund designed to give individual investors access to alternative credit markets historically dominated by institutional players.
Trade Republic, Europe’s largest savings platform, has crossed a major milestone: over 10 million customers across 18 markets and €150 billion in assets under management. Building on its brokerage and banking services, the platform is now expanding into wealth management with Private Markets access, thanks to strategic partnerships with Apollo and EQT.
The breakaway RIA trend shows no signs of slowing. Veteran advisor Blake Butler has officially launched Canterbury Capital Wealth Management, LLC, an independent registered investment advisor designed to serve entrepreneurs, physicians, and business owners with comprehensive wealth management that blends planning and execution.
