Wealth management stories - Page 4

Industrial Thought has appointed Mike Baker as Group Managing Director, aiming to enhance its services in securities taxation and corporate event data.

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

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

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

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.

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

Nils Frowein has been appointed as the new CEO of additiv, the international digital investment and financial solutions company.

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