Tag: Morningstar

Pave Finance, a New York-based next-generation WealthTech company specialising in portfolio automation and personalisation tools for investment advisors, has announced a major integration with...

As the wealth management sector continues to attract more people and the marketplace becomes crowded with more providers, data analytics could be an important differentiator.

FinTech Global recently spoke to leaders in the WealthTech space at ByAllAccounts to highlight what WealthTech trends have shaped the first six months of...

The US Federal Reserve has opted to keep interest rates unchanged, a move that was widely anticipated by market participants.

Morningstar’s integration of Direct Advisory Suite with ByAllAccounts is revolutionising the way financial advisors and home offices manage client relationships and data workflows. By consolidating vast streams of financial information, the two platforms are transforming operational efficiency while delivering a seamless experience for both advisors and clients.

Data is a critical part of wealth management and investors are fully aware of this, but should they be more empowered to take control...

PIMFA WealthTech, the innovation arm of the Personal Investment Management & Financial Advice Association (PIMFA), has partnered with Morningstar to launch a new AI-focused Tech Sprint, aimed at solving key operational challenges in the wealth management sector.

FINNY, an AI-powered prospecting and marketing platform designed for financial advisors, has received a personal investment from Ritholtz Wealth Management CEO Josh Brown, who has also joined its advisory board.

It has nearly been a decade since the EU launched its open banking rules, but has open banking lived up to its potential?

Morningstar has unveiled a new suite of products designed to bolster compliance with the EU's Sustainable Finance Action Plan.