Retail Investing & Trading

Freedom Bank partners with InvestiFi for digital investing

Freedom Bank, a next-generation community bank serving the DC region, has partnered with InvestiFi, an award-winning InvestTech platform, to embed digital investing capabilities directly...

Diamante raises $1.5m to advance quantum-safe blockchain

Diamante Financial Technologies, the developer of what it describes as the world's first quantum-safe Layer-1 blockchain, has secured a $1.5m strategic investment from Khofiz...
CMB Monaco accelerates digital transformation with Avaloq

CMB Monaco accelerates digital transformation with Avaloq

CMB Monaco, a Monaco-based private bank specialising in bespoke private banking services, has completed its migration to the integrated technology platform combining Avaloq and...
Webull Securities (UK) scraps commission on US and HK shares

Webull UK scraps commission on US and HK shares

Webull UK, an online investment platform and subsidiary of Webull Corporation, has announced the removal of commission on all US and Hong Kong shares...
Fincite • cios adds three features to cut advisor friction

Fincite • cios adds three features to cut advisor friction

The best WealthTech software goes unnoticed — until it doesn't. Advisors toggling between multiple systems to find the same client data, status changes vanishing...
Ani Tech launches free AI cash flow app for advisors

Ani Tech launches free AI cash flow app for advisors

Ani Tech, the UK-based agentic AI platform for financial services, has launched a free AI cash flow modelling app aimed at transforming how financial...
Flanks launches AI financial advisor for wealth managers

Flanks launches AI financial advisor for wealth managers

Flanks, a WealthTech company focused on data-led wealth management insights and automation, has launched the AI Financial Advisor, a wealth intelligence co-pilot designed to...
Kids saver: securing AUM in the great wealth transfer

Kids saver: securing AUM in the great wealth transfer

The great wealth transfer is no longer a future concern — it is happening now. Trillions of dollars are expected to move between generations...
Wealthyhood raises €6m from Bank of Cyprus for EU growth

Wealthyhood raises €6m from Bank of Cyprus for EU growth

Wealthyhood, a WealthTech app designed to help younger investors build wealth, has closed a €6m funding round led by the Bank of Cyprus Public...
IG launches Junior ISA with up to £250 investment match

IG launches Junior ISA with up to £250 investment match

Investing and trading platform IG has launched a Junior Stocks & Shares ISA, offering new customers an investment match of up to £250 —...

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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