Tag: financial advisors

Altruist, a modern custodian dedicated to transforming how financial advisors serve their clients, has launched Hazel, a new AI-powered platform designed specifically for wealth...

Dispatch, a WealthTech company specialising in intelligent data management for financial advisors, has raised $18m in a Series A funding round, bringing its total capital raised to $30m.

The wealth management industry is undergoing a major transformation, shaped by shifting client expectations, regulatory pressures, and rapid technological advances. As explored in LSEG...

FNZ has announced the launch of FNZ Advisor AI, a generative AI-powered solution designed to transform financial advice delivery worldwide. The launch comes at a...

Modern Wealth teams up with RISR to boost strategic business owner planning. Read how this new partnership empowers advisors

A fresh wave of financial regulation is reshaping how banks, asset managers and real estate advisors operate, driven by the introduction of CRR III...

iCapital, a global FinTech company shaping the future of investing, has secured over $820m in its latest funding round, boosting its valuation to over...

BNY has partnered with iCapital to enhance the alternative investment experience for wealth advisors, aiming to simplify how they manage and access alts alongside traditional holdings.

Savvy Wealth, a digital-first platform for financial advisors focused on modernising human-centred financial advice, has closed a significant funding round to expand its technology and services.

Many asset managers remain shackled by outdated systems, despite rising client expectations and stricter regulatory frameworks.