Advisory & Brokerage

Should you outsource or build your own WealthTech solutions?

Implementing digital wealth management solutions can be tempting for many companies. However, the choice of whether they should build their own, enlist vendors or mix the two approaches is far from easy to make.

Why firms should focus on client centricity and adviser/agent efficiency in digital business models

Digitalisation is no longer a niche innovation project. When it comes to client’s financial relationship management, it should be an essential part of a firm’s business strategy to survive this decade, says Uday Nimmakayala, CEO and Founder at WealthObjects.

bunq to offer mortgages in a first for European digital banks

European digital bank bunq will become the first European digital bank to start offering mortgages to its customers.

TrustQuay deploys its latest tool into Nightingale Trustees

TrustQuay, a technology developer for the corporate services, trust and alternative fund administration markets, has partnered with Nightingale Trustees.
5 reasons why asset managers must embrace FCC automation

5 reasons why asset managers must embrace FCC automation

In an era where digital transformation is paramount, asset managers are recognising the indispensable role of automating Anti-Money Laundering (AML) processes.
fintech insurtech wealthtech regtech ai cybertech esg news

DealCloud picks up $4.5m in latest funding round

Private capital deal management platform DealCloud has picked up $4.5m in its latest funding round.

Women are almost twice as interested in investing in alternative finance products than men

Younger women are seemingly stepping up to put their money into alternative finance products, despite women being generally more conservative and risk averse in their investment.

SEC charges penny stock traders for COVID-19 fraud

A penny stock trader is facing fraud allegations that could see him slammed by permanent injunctions, civil money penalties, a penny stock bar, and disgorgement with prejudgment interest.

Tradeteq adds $9.4m to its coffers via Series A round

WealthTech Tradeteq has secured $9.4m in a Series A round designed to fuel the further development of its product development.

iCapital Network hits $4bn valuation after raising fresh investment

iCapital Network, which is helping to drive access and efficiency within the alternative investment sector, has received $440m in funding to hit a $4bn valuation.

News Stories

AkkenCloud and Immediate team up to revolutionise pay cycles in staffing industry

AkkenCloud and Immediate team up to revolutionise pay cycles in staffing industry

AkkenCloud, a leading innovator in the Staffing Industry known for its advanced automation and AI-driven solutions, has announced a groundbreaking partnership with Immediate, a forward-thinking provider of pay access solutions.
Marqeta powers Rain's new debit card for seamless wage access

Marqeta powers Rain’s new debit card for seamless wage access

Marqeta, a global modern card issuing platform, has partnered with Rain, a financial wellness benefits provider that assists companies in giving employees greater control over their finances.
Tiller Technologies and HSBC Expat join forces to launch digital ID verification

Tiller Technologies and HSBC Expat join forces to launch digital ID verification

Tiller Technologies, a leading RegTech company, has teamed up with HSBC Expat, a branch of HSBC Bank specialised in services for expatriates, excels in offering tailored banking solutions across the globe.
FinTech funding activity flourished this week as deals were completed on all corners of the globe, with a total of $694.5m raised over 19 tranches.

FinTech funding flourishes amid diverse week for deal activity

FinTech funding activity flourished this week as deals were completed on all corners of the globe, with a total of $694.5m raised over 19 tranches.
Klarna and Milkywire team up to expand Nature Transformation Fund for global biodiversity

Klarna and Milkywire team up to expand Nature Transformation Fund for global biodiversity

Klarna, an AI-powered global payments network and shopping assistant, and Milkywire, an environmental impact platform, have launched the Nature Transformation Fund.

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