News from Finextra Wealth
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Entering the Originate-To-Distribute era: Exploring commercial lending and portfolio diversification
The shift toward the originate-to-distribute approach impacts financial institutions by altering risk management strategies and enabling broader allocation of commercial loan asset...
Read Full Article →Raymond James Ltd invests in wealth management platform FNZ
Raymond James Ltd. has partnered with a leading global platform provider to enhance its wealth management services, potentially increasing operational efficiency and client asset g...
Read Full Article →WealthTech Conquest Planning raises $80 million
Conquest Planning secured $80 million in growth capital from prominent venture investors associated with leading US banks to support the expansion of its wealth advisory services f...
Read Full Article →Sponsor's message: [New Report] The Future of Payments in Major Global Markets: A Mid-Decade Review[...
The recent analysis highlights key trends and developments shaping payment systems worldwide, offering valuable insights into economic shifts and investment opportunities within ma...
Read Full Article →Arab Bank Switzerland to launch yield-bearing bitcoin product wor HNW clients
Arab Bank Switzerland’s new collaboration with XBTO aims to introduce a Bitcoin investment option designed to generate income, potentially enhancing portfolio diversification for h...
Read Full Article →Mambu and Light frame collaborate on core banking package for wealth management
The partnership between Mambu and Light Frame is expected to enhance operational efficiency and drive revenue growth by delivering an advanced banking platform designed to meet the...
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