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| | | ... significant when managing both direct and indirect assets. Moreover, the flexibility of managed accounts allows for customised solutions, which can be particularly valuable for smaller advice businesses that may otherwise face challenges in effective ... |
| | | | ... client is at the forefront of everything that we do. Be it, acting as professional trustee for funds and managed account solutions or partnering with best-in-class investment managers globally via our Investment Solutions business," he said. "In a competitive ... |
| | | | ... Globally, there is heightened focus on identifying and managing these risks by organisations, with spending on cybersecurity solutions and services expected to reach about $335 billion in 2023, up 12.1% from last year. Global X ETFs head of thematic ... |
| | | | ... global survey, titled Future State of the Investment Industry, found that 56% of surveyed firms are using AI and big data solutions in data analysis. Additionally, 26% leverage AI for risk management, decision making, and cybersecurity, while 17% use ... |
| | | | ... organisation is confident that these adjustments will better position them to support advisers and provide innovative solutions for their valued clients." The process was aided by outgoing managed funds research lead Jason Coggins, who was also one of ... |
| | | | Viridian Financial Group has launched Infinity Capital Solutions, an investment management division with its own AFSL, marking its evolution into a dual-structured entity. Infinity Capital Solutions (ICS) affords third-party advice practices and financial ... |
| | | | ... supporting accountants, lawyers, and other financial professionals by providing the best quality documents and technology solutions, "that enable them to efficiently and effectively establish and maintain entities on behalf of their clients." "We've ... |
| | | | ... and offer a potential investment alternative as the AI thematic advances into new markets," Global X head of thematic solutions Scott Helfstein said. "The semiconductor industry is expected to unlock a market worth over a hundred billion dollars, due ... |
| | | | ... investment knowledge to have those discussions across multiple jurisdictions or the deep market knowledge to tailor solutions for those clients." Partnering up Asset management staff don't just talk to a single contact anymore; they engage with multiple ... |
| | | | ... drive client growth. Oko Adviser, a sustainability investing platform that uses advance analytics to source aligned solutions and avoid greenwashing among ETFs, managed funds, and shares. Meanwhile, Voyant offers holistic financial advice and wealth ... |
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