Wealth management Stories - Page 16

Kiwi Stories

Wealth management stories

NZ wealth managers rely on intuition for client risk suitability

There is still strong support for better systems to help them improve the service to clients and better assess risk suitability.

By Shannon Williams • 3 min read • Tue, 2nd May 2023

Global Stories

Wealth management stories

Wealth management

Broadridge appoints Paul Simpson as Vice Chairman of Global Technology & Operations Business

Broadridge Financial Solutions appoints Paul Simpson as Vice Chairman to enhance client focus and drive go-to-market initiatives.

By Imee Dequito • 3 min read • Wed, 13th Sep 2023

Clean technologies

Lendor appoints Jo Olivia Lee as chief operating officer

Jo Olivia Lee appointed as chief operating officer. She will oversee app development and operations for Singapore and Lendor Thailand.

By Zach Thompson • 2 min read • Fri, 1st Jul 2022

Crypto

Video: 10 Minute IT Jams - Who is Bybit?

Bybit, a cryptocurrency exchange, boasts over 2 million registered users worldwide. TechDay uncovers the ins and outs with Bybit's Head of Communications.

By Nick Forrester • 6 min read • Fri, 2nd Jul 2021

Stories from Other Regions

Wealth management stories

Fintech

Survey: millennials & men most targeted by financial fraud

Millennials and men, particularly those aged 35-44, are most frequently targeted by financial fraud, reveals an Arbuthnot Latham survey.

By Kaleah Salmon • 3 min read • Tue, 28th May 2024

Software-as-a-Service

Laserfiche claims victory at WealthBriefing European Awards 2024

Intelligent content management provider Laserfiche hails a significant award win for 'Best Implementation of a Technology Solution' at the WealthBriefing European Awards 2024, underlining its innovative digital solutions in wealth management.

By Kaleah Salmon • 3 min read • Tue, 2nd Apr 2024