Tag: Wealth management

Digital sovereignty in wealth management is not decided by where a data centre sits, but by who retains control over data, technology and advisory...

Brookwood Investment Group, a Phoenix-based registered investment advisor, has partnered with Amplify Technology, LLC, an AI-native WealthTech platform built on a data lake architecture,...

WealthReach, an AI-powered organic growth platform built for registered investment advisors (RIAs) and wealth management firms, has partnered with VastAdvisor, a governed AI organic...

Flanks, the WealthTech firm providing a unified data layer for wealth managers, has partnered with Perplexity to bring regulated, multi-bank portfolio data into the...

AI may be the fourth major technology revolution Richard Forss, CTO at Exante, has witnessed during his three decades in financial technology, but unlike the PC, internet and smartphone, this revolution isn't giving financial institutions years to adapt.

Key US FinTech investment stats in H1 2026: US FinTech deal activity grew 25% YoY Californian companies retained their top spot in the US...

Santander has completed its acquisition of Webster Financial Corporation, bringing the US banking groups together and expanding Santander’s presence across retail, commercial and wealth...

Key global WealthTech investments stats in Q2 2026: Global WealthTech investments fell 62% QoQ in Q2 Deals over $100m dropped 87% as investors prioritised...

Stash is embedding Capitalize’s rollover technology into its app, giving eligible US customers a way to locate and consolidate old 401(k) accounts without leaving...

Source of Funds compliance has spent much of the past decade as a background AML task, a box ticked on higher-value transactions rather than...