Advisory & Brokerage

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

Lloyds and Nationwide-backed Aveni raises £12m

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 actions using natural language across more than 170 global markets.

Interactive Brokers links Claude to live trading and portfolio management

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 a trusted name in financial data aggregation, helping wealth managers access the information they need to deliver proactive, informed advice.

Inside ByAllAccounts’ $1tn data network for wealth platforms

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 that low fees and flexibility are no longer the sole differentiators. Instead, investors are demanding an integrated experience that blends access, simplicity and performance, according to Fincite.

What banks can learn from Germany’s online brokers

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 client outcomes, streamlining operations, and creating sustainable growth. The urgency to adapt has never been greater, according to IntellectAI. 

The four pillars driving digital transformation in WealthTech

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. Investors no longer want just performance reports, they want meaningful insights, full visibility across accounts, and proactive guidance tailored to their goals. But for many advisors, fragmented systems and inaccessible data stand in the way.

How Summit Wealth built its RIA platform with ByAllAccounts

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 mission to champion Women’s football and promote financial inclusion.

West Ham and eToro renew deal to boost women’s investing

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 integrates BlackRock Portfolio 360 to streamline wealth analysis

WealthArc integrates BlackRock Portfolio 360 to streamline wealth analysis

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.
WealthTech custodian Altruist secures $152m Series F to scale RIA platform

WealthTech custodian Altruist secures $152m Series F to scale RIA platform

Altruist, a modern WealthTech company serving independent registered investment advisors (RIAs), has raised $152m in a Series F funding round.
California wildfires shake fixed income markets as bond spreads widen

California wildfires shake fixed income markets as bond spreads widen

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

News Stories

Big deals dominate in bumper week for FinTech investments

There was $1.33bn raised across 19 reported deals in the FinTech sector this week, showcasing the ongoing power of the growing sector. The raise was...
PRA move could free smaller firms from outdated limits

PRA move could free smaller firms from outdated limits

The Prudential Regulation Authority (PRA), the UK body responsible for supervising banks, insurers and credit unions, has put forward plans to tie 128 regulatory...
Rein Security lands $25m as AI agents outrun security

Rein Security lands $25m as AI agents outrun security

Rein Security, an AI-native platform protecting enterprises at runtime, has secured $25m in a Series A round as companies race to hand autonomous AI...
Powerful September funding drives strong third quarter for RegTech deals

Powerful September funding drives strong third quarter for RegTech deals

As the sizzling hot summer of 2026 rolled through, equally intense was the climbing investment in the RegTech sector seen through the third quarter...
What separates the winners from the losers in the AI race?

What separates the winners from the losers in the AI race?

The commercial divide between AI leaders and laggards is less about efficiency than what comes next. The latest findings from the AI in Risk...

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