Advisory & Brokerage

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

WealthTech leader Masttro welcomes Jay McNamara as new CEO

Masttro, a leading WealthTech provider serving wealth owners and their advisors, has announced the appointment of Jay McNamara as chief executive officer (CEO), effective...
Waafi Bank, a Malaysia-based start-up founded in 2020, has chosen The Bank of London, a leading global clearing, agency, and transaction bank, as its banking services provider.

Waafi Bank selects The Bank of London as its UK services provider

Waafi Bank, a Malaysia-based start-up founded in 2020, has chosen The Bank of London, a leading global clearing, agency, and transaction bank, as its banking services provider.
Prior to the pandemic, wealth management was a sector known for its personal, high-touch interactions. Customers expected face-to-face meetings in exclusive offices, often with relationship managers in tailored suits. However, COVID-19 changed everything, accelerating the industry's digitisation process. This shift has led wealth management firms to explore new advisory models, including hybrid approaches that blend traditional and digital services. Global IT business products provider Comarch opens up on this transformation, and looks ahead to the future of wealth management.

What is the future of wealth management?

Prior to the pandemic, wealth management was a sector known for its personal, high-touch interactions. Customers expected face-to-face meetings in exclusive offices, often with...

News Stories

9 KYB solutions that are helping firms streamline their compliance

9 KYB solutions that are helping firms streamline their compliance

Know Your Business (KYB) has become a critical pillar of modern compliance workflows, enabling regulated firms to verify the legitimacy, ownership, and risk profile...
Equipal secures £16.25m from Altum Capital Management

Equipal secures £16.25m from Altum Capital Management

Equipal, a UK-based tech-enabled business equipment funder, has secured £16.25m in combined equity investment and forward flow funding from Altum Capital Management, an institutional...

Matic secures Primus Capital investment and Policygenius P&C book

Matic, an embedded InsurTech platform that integrates insurance into the home and auto ownership journey, has received a minority investment from growth-focused private equity...
LexisNexis launches motor claims data intelligence

LexisNexis launches motor claims data intelligence

LexisNexis Risk Solutions, a global data analytics and risk management firm, has unveiled new data intelligence capabilities aimed at improving decision-making across motor insurance...
SELLIT9 raises $4.1m to expand recommerce platform

Mitigata raises $15m Series B for AI cyber resilience

Mitigata, India's first AI-native cyber resilience platform, has closed a $15m Series B funding round to accelerate its ambition of building the country's largest...

120,000+ FinTech leaders get exclusive industry stories delivered every week