Advisory & Brokerage

Capsafa, a self-funded UK FinTech startup, has launched a free platform to help households organise their financial information and make it easier for relatives...

ROYC Group, the London-based private markets structuring, fund operations and distribution specialist, has launched its in-house technology as a standalone product, giving fund managers...

AdvisorFinder, a Virginia Beach-based organic growth platform for financial advisors, has launched AdvisorFinder Intelligence, a platform built to show advisors how they appear online...

Mercer Advisors, the Denver-headquartered wealth management and financial planning firm, has launched the second generation of Aspen, its proprietary AI-enabled platform designed to help...

AI FinTech Aveni has raised £12m in a funding round led by PXN Ventures, with participation from existing investors Puma Growth Partners, Lloyds Banking...

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....