Automated investing app Fintual said to close $15m investment round
Fintual, an automated investing platform, has reportedly collected $15m in its latest funding round.
Hong Kong could introduce mandatory climate disclosures as early as 2022, HKMA claims
The Hong Kong Monetary Authority (HKMA) is apparently planning to speed up proposals to require financial organisations to disclose their climate change-related financial risks.
JP Morgan buys robo-advisor Nutmeg to spearhead UK retail banking expansion
JP Morgan Chase has bought British digital wealth manager Nutmeg as part of the US bank's expansion into the UK retail banking and investment market.
How to meet the needs of the top three underserved segments in wealth management
With 2021 moving into the halfway mark, TietoEVRY’s Sameer Datye has listed the biggest wealth trends of 2021.
Wise, Teleport co-founders back new European investing app in $1.5m pre-seed
UK commission-free stock trading app Lightyear has raised $1.5m from a pre-seed funding round.
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.
Softbank leads Series A funding round for wealth management startup Zoe Financial
SoftBank’s Opportunity Fund led a $10m Series A round of funding into Zoe Financial, a digital marketplace for people to find and hire vetted independent financial advisers.
Neobroker Trade Republic achieves $5bn valuation after massive Series C round
German stock-trading app Trade Republic raised $900m in Series C funding which valued the company at over $5bn - a figure that soared from $600m from last April.
How an API solution can solve your financial planning woes, Kidbrooke says
Financial planning and having an investment strategy in place is far from straightforward, but Kidbrooke explains how technology can make it easier.
How can one ensure financial stability alongside having a mortgage?
Balancing a comfortable daily lifestyle and financial investments is tough and makes planning for a mortgage a minefield. However, with proper tech tools, one can ensure doing so without massively altering current spending.