Tag: financial advisors

Wealth.com secures $30m in Series A funding to enhance AI-driven estate...

Wealth.com, a pioneer in AI-enhanced estate planning, has announced a significant financial milestone, successfully securing $30m in Series A funding. The round was spearheaded by...

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.

FusionIQ partners with interVal to revolutionise WealthTech solutions in North America

FusionIQ, a leading provider of digital wealth management solutions, and interVal, a prominent software provider for wealth management insights, have officially entered into a...

Digital-first advisor platform Savvy Wealth raises $26.5m in Series A funding

Savvy Wealth, a digital platform tailored for financial advisors, has announced the closure of its Series A, bringing in an additional $15.5m.

Navigating the future of crypto compliance: The impact of IRS form...

In a significant regulatory update, the IRS is set to introduce Form 1099-DA in 2025, a new requirement for digital asset reporting that will affect financial advisors and their clients deeply.

Navigating risks in wealth management: A balanced approach

Wealth management is not just about augmenting capital—it’s equally about safeguarding it. In an era where market fluctuations can be swift and severe, the essence of wealth management lies in its dual approach: growth and security. This balance is maintained through meticulous risk management strategies, which play a pivotal role in helping clients achieve their financial goals while minimizing potential risks.

AI firm Jump raises $4.6m to enhance financial advisory services

Jump, an AI software for financial advisors, announced today that it has secured a funding round of $4.6m.

Investors Demand Digital Experiences

ThoughtLab conducted a global survey from September to November 2023, engaging 2,000 investors from diverse backgrounds in terms of wealth, age, gender, and location....

Reducing compliance costs with WealthArc’s advanced wealth app

WealthArc is revolutionising the way External Asset Managers handle compliance, making the arduous tasks associated with meeting FinSA/FinIA regulations more manageable and cost-effective.

How digital onboarding in corporate pensions boosts employee engagement and efficiency

While occupational pension coverage has been widespread in the Western world for decades, comprehension among employees about the benefits remains low.

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