Retail Investing & Trading

LMAX Group launches Kiosk for digital asset collateral

LMAX Group launches Kiosk for digital asset collateral

LMAX Group, a global cross-asset marketplace for FX and digital assets, has launched Kiosk, a hosted institutional portal designed to allow clients to accept,...
IRA Financial unifies alts and stocks in one retirement account

IRA Financial unifies alts and stocks in one retirement account

IRA Financial, a US-based provider of self-directed retirement solutions, has launched a new capability allowing investors to trade both traditional and alternative assets within...

Elastics raises $2m pre-seed for AI prediction market agents

Elastics, a Warsaw-based startup building an AI-native operating system for prediction markets, has closed a $2m oversubscribed pre-seed funding round. The round was led by...
Bullish extends Ripple tie-up with digital asset options trading

Bullish extends Ripple tie-up with digital asset options trading

Bullish, an institutionally focused global digital asset exchange and information services platform, has broadened its existing partnership with blockchain enterprise solutions firm Ripple. The expanded...
Wealth portfolios have grown dramatically more complicated over the past decade. Across family offices, private banks and asset managers, investments now stretch well beyond traditional equities and bonds.

Building a single source of truth for modern wealth portfolios

Wealth portfolios have grown dramatically more complicated over the past decade. Across family offices, private banks and asset managers, investments now stretch well beyond...
Broadridge invests in CENTRL to boost AI due diligence

Broadridge invests in CENTRL to boost AI due diligence

Broadridge Financial Solutions, a global FinTech firm and S&P 500 constituent listed on the NYSE, has announced a strategic partnership and minority stake in...
PenFed partners with InvestiFi for embedded investing

PenFed partners with InvestiFi for embedded investing

PenFed Credit Union, one of the United States' largest federal credit unions with nearly 2.8 million members, has struck a deal with InvestiFi, a...
eToro adds Japanese stocks and JapanEconomy portfolio

eToro adds Japanese stocks and JapanEconomy portfolio

eToro, the global trading and investing platform, has expanded its stock offering by adding all equities listed on the Tokyo Stock Exchange (TSE) to...
Common Wealth raises $12m CAD to expand retirement access

Common Wealth raises $12m CAD to expand retirement access

Common Wealth, which claims to be Canada's fastest-growing group retirement provider, has closed a $12m CAD equity financing round to broaden retirement plan access...

Middle East retail investing: the WealthTech opportunity

Retail investment and preparing for retirement is gaining traction in the Middle East. For Fredrik Davéus, CEO and co-founder of Kidbrooke, this isn’t just...

News Stories

Savvy Wealth closes $100m Series C led by Halo Fund

Savvy Wealth closes $100m Series C led by Halo Fund

Savvy Wealth, an AI-native registered investment advisor for independent financial advisors, has closed a $100m Series C funding round.
Wealth management’s AI rush: Are firms getting it right?

Wealth management’s AI rush: Are firms getting it right?

Innovation has been dominated by AI over the past few years. Firms have rushed to embrace the technology, experimenting with pilots and moving beyond...

Why explainable AI is the key to AML compliance

As financial institutions expand their use of artificial intelligence, a persistent question keeps resurfacing in anti-money laundering (AML) circles: does the requirement for explainability...
IntellectAI's month of listening exposes wholesale broking's data gap

IntellectAI’s month of listening exposes wholesale broking’s data gap

IntellectAI has closed out its Broker Appreciation Month (BAM) campaign with a set of findings on where wholesale insurance placement is succeeding, and where...
Why CPF providers can't ignore the currency question

Why CPF providers can’t ignore the currency question

CPF lifecycle schemes can invest globally, but the retirement outcomes they are built to deliver are measured in Singapore dollars. That mismatch, Kidbrooke argues in...

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