Advisory & Brokerage

US broker Interactive Brokers has integrated its trading infrastructure directly into Claude through a certified connector, enabling users to manage portfolios and execute trading-related...

Perceptions tend to linger, even when the facts have moved on. Since its founding in 1999, ByAllAccounts, a part of Morningstar Wealth, has become...

The German brokerage landscape is undergoing rapid transformation, with online brokers redefining what investors expect from digital platforms. A recent Bitkom study (2025) highlights...

Digital disruption is fundamentally reshaping wealth management, with firms under increasing pressure to embrace transformation. By adopting new technologies, forward-looking wealth managers are enhancing...

As the wealth management landscape rapidly evolves, modern registered investment advisors (RIAs) face growing pressure to offer more personalised, data-rich, and intuitive client experiences....

West Ham United, the London-based Premier League football club, has renewed its partnership with eToro, a global trading and investing platform, reaffirming their shared...

WealthArc, a global wealth data company based in Switzerland, has partnered with BlackRock to integrate the asset management giant’s Portfolio 360 tool into its platform.

Altruist, a modern WealthTech company serving independent registered investment advisors (RIAs), has raised $152m in a Series F funding round.

The devastating wildfires that erupted in California in early January, compounded by severe rainstorms and mudslides, have left lasting destruction on individuals and communities.

Masttro, a leading WealthTech provider serving wealth owners and their advisors, has announced the appointment of Jay McNamara as chief executive officer (CEO), effective...