Retail Investing & Trading

WealthReach, SageContent link video to AI search

WealthReach, SageContent link video to AI search

WealthReach, an AI-powered organic growth platform for registered investment advisors and wealth management firms, has launched a two-way integration with SageContent, an all-in-one video...
Robinhood brings zero-fee crypto trading to UK

Robinhood brings zero-fee digital asset trading to UK

Robinhood, the US-headquartered trading platform, is expanding its UK offering with zero-fee digital asset trading through Bitstamp UK Ltd, bringing more than 50 digital...
Winterflood and Curation partner on retail investing

Winterflood and Curation partner on retail investing

Winterflood, a division of Marex and one of the UK's leading liquidity providers and retail-focused capital markets distributors, has entered into a strategic partnership...
Prometeia wagers embedded AI beats bolt-on tools for RMs

Prometeia wagers embedded AI beats bolt-on tools for RMs

Prometeia has built generative AI directly into the advisor interface of its Digital Wealth Management Platform, aiming to cut administrative load, speed up meeting...
TSB: 6 in 10 regret social media financial advice

TSB: 6 in 10 regret social media financial advice

TSB has found that almost six in ten (59%) people who followed financial advice they encountered on social media went on to regret doing...
etoro scraps fees on Stocks & Shares ISA, boosts Cash ISA

etoro scraps fees on Stocks & Shares ISA, boosts Cash ISA

etoro, the trading and investing platform, has scrapped dealing commission and custody charges on its Stocks & Shares ISA, while introducing a rate boost...
Plend secures up to £50m facility from Triple Point

Plend secures up to £50m facility from Triple Point

Plend, the FCA-authorised consumer lender that provides affordable credit to borrowers overlooked by mainstream high-street banks, has secured a senior revolving credit facility of...
Conquest adds Shaping Wealth's Lydia to its AI platform

Conquest adds Shaping Wealth’s Lydia to its AI platform

Conquest Planning, an AI-powered platform designed to modernise how financial advice is delivered across the wealth spectrum, has unveiled an integration with Shaping Wealth...
UECU taps InvestiFi to embed digital investing

UECU taps InvestiFi to embed digital investing

Utilities Employees Credit Union (UECU), a full-service US credit union, has teamed up with digital investing solutions provider InvestiFi to embed investment capabilities into...
Can MoneySuperMarket turn savers into investors?

Can MoneySuperMarket turn savers into investors?

MoneySuperMarket has entered the WealthTech market with the launch of an investment platform powered by Seccl, as the UK financial services brand looks to...

News Stories

TIN validation vs matching: why the gap matters

TIN validation vs matching: why the gap matters

Tax Identification Numbers (TINs) underpin tax documentation and reporting across financial services. Whether institutions are collecting Forms W-8 and W-9, gathering CRS or CARF...
Mistral

Mistral raises €3bn to make sovereign AI the frontier

Mistral, the Paris-based artificial intelligence company known for its open-weight large language models, has closed a €3bn Series D funding round that values the...
risk assessment

Risk assessments are missing the channel problem

Financial services once moved through channels that were easy to watch: branches, telephone banking, card networks and conventional payment rails. Compliance teams could monitor...
Chime to acquire Stride Bank for $590m

Chime to acquire Stride Bank for $590m

Chime, the Nasdaq-listed US FinTech, is set to acquire Stride Bank, N.A., its long-standing banking partner, for $590m as it moves to bring its...
AML

The hidden price of AML failure goes far beyond fines

Regulatory heat is intensifying across South Africa's financial sector, and headline-grabbing AML fines are only part of the story. A multi-million-rand penalty makes for...

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