Advisory & Brokerage

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...

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...

Futeur.AI, an emerging FinTech firm, has announced the launch of its new business credit management digital platform designed specifically for small and medium-sized enterprises...