Tag: portfolio management

Wealth.com, a leading end-to-end estate planning platform for financial advisors, has become the first to directly integrate with Advyzon, an all-in-one wealth management platform used by more than 2,400 advisors across the US.

Key global WealthTech investment stats in Q3 2025: Global WealthTech investments nearly halved YoY in Q3 Deals over $100m plummeted by 95% as investors...

Attracted by the promise of higher returns compared to public markets, institutional investors and asset owners are steadily increasing their allocations to private assets....

In today’s financial landscape, risk-based lending has become the foundation of modern credit systems. With around 80% of consumers holding credit scores above 750...

Key UK FinTech investment stats in Q3 2025: UK FinTech investments fell by 43% YoY in Q3 Deals over $100m halved as investors shifted...

Voya Financial has launched WealthPath, a new platform designed to strengthen its wealth management capabilities and empower financial advisors to provide more integrated and personalised financial guidance.

This year marks 25 years since the creation of Ortec Finance’s decision-based attribution model, a framework that has become a cornerstone for asset owners managing multi-asset portfolios.

Digital disruption is rapidly reshaping the wealth management landscape, forcing firms to rethink how they deliver services and build long-term client trust.

Finastra has expanded its Fusion Invest platform with new functionality designed to meet the complex needs of annuities carriers.

Tesseract, a Helsinki-based digital asset specialist, has secured its Markets in Crypto-Assets (MiCA) licence from the Finnish Financial Supervisory Authority (FIN-FSA). The approval grants the...