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

Green Party

KiwiSaver tax u-turn a triumph of misinformation

The abandoned GST plan would have aligned fund managers with other service providers, while leaving KiwiSaver balances untouched.

By Staff Writer • 2 min read • Sun, 4th Sep 2022

Crypto

New Zealand tech companies to rapidly expand in 2020

Sector growth is set to lift jobs and exports as smaller Kiwi tech firms tap climate, finance and 4IR demand over the next decade.

By Staff Writer • 3 min read • Fri, 7th Feb 2020

Global Stories

Wealth management stories

Customer Relationship Management

Laserfiche clinches ninth WealthManagement.com Industry Award

Laserfiche has clinched its ninth WealthManagement.com Industry Award for its generative AI document summarisation tool, boosting efficiency in wealth management.

By Catherine Knowles • 2 min read • Thu, 19th Sep 2024

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

Customer Experience

Griffin opens platform, invites fintechs to test banking services

Griffin, a UK bank for fintech firms, exits early access phase with its platform now generally available, aiming to transform finance integration.

By Catherine Knowles • 3 min read • Wed, 11th Sep 2024

Digital Transformation

Jeremy Soo named new chairman of NETS

Jeremy Soo appointed as Chairman of NETS from 1 September 2024, succeeding Susan Hwee. Soo brings over 30 years of consumer banking expertise to the role.

By Imee Dequito • 2 min read • Fri, 30th Aug 2024

Data Analytics

The three trends supporting fintech growth in Australia

Australia's fintech sector, powered by innovation, technology, and government backing, has surged from AUD $250 million in 2015 to AUD $45 billion in 2023.

By Annexa • 5 min read • Thu, 30th May 2024

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