Tag: LPL Financial
US cemented its place as the global WealthTech hub attracting half...
Key Global WealthTech investment stats in Q2 2026: Global WealthTech funding dropped 67% YoY in Q2
US companies secured half of the top 10...
RIAs face day-one AML scrutiny under new FinCEN rule
Registered investment advisers in the US have officially entered a new regulatory era. FinCEN's landmark anti-money laundering rule came into force on 1 January...
Moment raises $78m as wealth giants adopt its AI OS
Moment, an AI operating system purpose-built for investment management, has closed a $78m Series C funding round as major wealth firms move to standardise...
Jump acquires Mobile Assistant to boost AI for advisors
Jump, a leading provider of artificial intelligence (AI) tools for financial advisors, has announced the acquisition of Mobile Assistant, a specialist in transcription services...
Fixed-income FinTech Moment secures $36m Series B
Moment, a FinTech firm founded by former Citadel Securities and Jane Street quants, is focused on automating trading and portfolio management workflows for fixed income teams across financial institutions.
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