WealthTech

Retail investors have become a powerful force in the options market, with their share estimated to range between 45% and 60%, depending on how it's calculated. Although their activity surged during the pandemic, it has remained strong, fuelled by the appeal of options as a versatile and leveraged instrument that supports a range of short-term and event-driven strategies.

As US colleges and universities brace for financial uncertainty, the resilience of their endowments is under scrutiny. Despite the perception that large endowments offer a financial safety net, rising allocations to private assets and the threat of funding cuts or tax changes are creating potential liquidity challenges for even the most well-capitalised institutions.

Carefull, a FinTech company specialising in financial safety for ageing adults, has received a fresh round of growth capital from CIBC Innovation Banking.

Berlin-based NaroIQ, a FundTech company focused on digitising ETF and fund creation, has secured $6.5m in seed financing to accelerate the growth of its modular infrastructure platform for asset managers and fund initiators.

DXinsight, a new personalisation tool designed for trading platforms, is set to help brokers address some of their most persistent challenges. The solution promises highly tailored experiences for users, which in turn improves engagement, boosts retention, reduces churn, and ultimately raises client acquisition returns.

The shifting landscape of global taxation, fuelled by geopolitical tensions and new regulatory frameworks like BEPS 2.0, is forcing multinational treasury teams to rethink how they structure intercompany financing.

Wealth management firms are grappling with rising pressures to deliver fast, personalised, and insightful advice to clients. But while expectations grow, many advisors are weighed down by inefficiencies, particularly the mounting problem known as "toggle tax."

Managing investment product universes has long been a complex and manual task for wealth and asset managers. From tracking fund availability across platforms to managing rebates, model portfolios, and transparency requirements, the administrative workload is often heavy and prone to errors. Much of this process still relies on outdated spreadsheets and disjointed interfaces, making consistency and accuracy difficult to maintain.

Juniper Square, a provider of connected fund software and services for private markets, has announced the completion of its Series D funding round.

Calero has launched a fully automated solution designed to simplify the management of LSEG’s Refinitiv Data Platform (Hosted) entitlements.