Latest modern wealth News, Insights & Analysis

Modern Wealth taps RISR for business owner planning

August 7, 2025

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

FinTech News

Global FinTech deal activity drops 12% in April 2023 YoY

May 8, 2023

Key global FinTech investment stats in April 2023: • Global FinTech deal activity reached 475 transactions in April 2023, a 12% decrease from April 2022 •...

Latest Analysis

AML

Hawk’s AI agent automates AML investigations

March 25, 2026

Company News

M1X Global raises $3m to scale on-chain sovereign finance

March 25, 2026

FinTech News

LGT Wealth Management UK selects Addepar platform

March 25, 2026

Company News

WealthReach launches AI SEO and AEO engine for advisors

March 25, 2026

Tag: modern wealth

Modern Wealth taps RISR for business owner planning

Global FinTech deal activity drops 12% in April 2023 YoY

Latest Analysis

Hawk’s AI agent automates AML investigations

M1X Global raises $3m to scale on-chain sovereign finance

LGT Wealth Management UK selects Addepar platform

WealthReach launches AI SEO and AEO engine for advisors