Retail Investing & Trading

UK parliament launches crypto advocacy group

The UK parliament has launched a cross-party group of lawmakers to create a framework to regulate digital asset markets, a report by the Financial Times has revealed.

Why wealth managers need the right type of simplicity

Simplicity is the ultimate sophistication, Leonardo da Vinci once said. However, simplicity can be a double-edged sword when digitising wealth management and the key is finding the right balance.

Where to start with digital transformation in wealth management

With every new variant of Covid, the end of the pandemic continues to move further into the distance. These past two years have shown the cruciality of digital services, and firms no longer have a choice to avoid it if they want to stay successful. The trouble is, where does a firm start?

IRA investing app Alto Solutions scores $40m round

Alto Solutions, a self-directed IRA platform that helps individuals invest into alternative assets through tax-advantaged retirement funds, has bagged $40m in Series B funding.

Pluto scores $4m for its retail investing app

Free investing platform Pluto has raked in $4m in its seed funding round, which was led by at.inc.

Savings and investing app Ant Money acquires video game saving app Blast

Embedded finance platform Ant Money has scored $20m in its Series A funding round

Moomoo to make its mark in Australia

A one-stop digital investment platform Moomoo is to launch in Australia, the company will provide Australian investors with premium online investment services.

Dominance of retail investors, accelerated digitalisation – 2021 in WealthTech

For many companies, 2021 was the year to get back on track. Last year, the Covid-19 sent ripples across the financial market and companies were forced to enter survival mode, but this year saw more relaxed measures and a chance to push for growth once again. But was this the case?

Why decision-making modelling might be impacting customer experience

While financial services scramble for digital transformation, Kidbrooke fears most have not assessed how the decision-making models of underlying technology might impact customer experiences.

Why wealth managers need to focus on the young investor

Wealth managers typically focus on older people, as that is where the money is. However, young investors hold the wealth of tomorrow and capturing them early will stop them going elsewhere.

News Stories

SigFig introduces AI-driven enhancements to the Engage platform for financial advisors

SigFig introduces AI-driven enhancements to the Engage platform for financial advisors

SigFig, a prominent provider of digital wealth management solutions, has enhanced its Engage platform for financial advisors with new AI functionalities.
HealthEdge and Zelis form strategic partnership to revolutionise healthcare payments

HealthEdge and Zelis form strategic partnership to revolutionise healthcare payments

HealthEdge, a provider of cutting-edge healthcare software solutions, and Zelis, a leader in healthcare payments technology, have announced a strategic partnership.
Revolut hits $45bn mark, offers lucrative share options to staff

Revolut hits $45bn mark, offers lucrative share options to staff

Revolut, a prominent player in the global FinTech sector, has recently announced a secondary share sale aimed at providing liquidity to its employees, enabling them to benefit financially from their contributions to the company's impressive growth.
PayQuicker teams up with Thunes to revolutionise global e-wallet payouts

PayQuicker teams up with Thunes to revolutionise global e-wallet payouts

PayQuicker, a leading global payouts orchestration platform, has partnered with Thunes, a pioneer in global money movement innovation.

Judge blocks US rule that sought to limit ESG investing

A US District Judge in Kansas City, Stephen Bough, has struck down a Missouri state rule that imposed restrictions on investment advisers regarding the...

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