Tag: Wealth management

&Partners, an advisor-owned wealth management firm built for advisors seeking greater ownership, flexibility and community, has named Wealth.com, an AI-powered estate and tax planning...

Key European WealthTech investment stats in H1 2026: European WealthTech deal increased 4% YoY UK companies retained their top spot in the European WealthTech...

Innovation has been dominated by AI over the past few years. Firms have rushed to embrace the technology, experimenting with pilots and moving beyond...

The US government launched the new Trump Accounts initiative, aimed at helping build long-term financial security for children, but will the accounts deliver on...

Most banks, insurers, wealth managers and pension providers still run their operations across a patchwork of disconnected systems, with product governance, market data, financial...

The foundations of digital identity across European banking are being rebuilt, and fincite has set out what regulated financial institutions need to know before...

WealthAi, the AI operating system for wealth management, has expanded its platform with the launch of WealthAi for Advisors, a new offering aimed at...

Aquiline, a global private investment firm focused on financial services and technology, has entered into a definitive agreement to invest in Flourish, an innovative...

Archive Intel, an AI-driven communications compliance platform built for financial institutions, has entered into a partnership with Zocks, a privacy-focused AI platform serving the...

April, an embedded, year-round tax platform designed to support smarter financial decision-making, has expanded its Integrated Tax Platform to give wealth management firms access...