01/26/2026
As part of the acquisition, four SSC Wealth members, including partners and wealth managers Bert Falley and Michele Hammann, will join Merit Financial Advisors as regional VP and partners at Merit Financial Advisors
01/23/2026
Advisors will be able to automate portfolio processes across connected accounts while maintaining existing custodial relationships, a structure designed to reduce operational disruption.
01/23/2026
JP Morgan Chase has swooped to buy pensions technology platform WealthOS for an undisclosed sum, according to an internal memo circulated by the American banking giant and seen by Sky News.
01/23/2026
With its latest move, the company, which launched in 2007 and now has more than 40 million registered users, will be launching US equities as ERC20 tokens on the Ethereum blockchain.
01/23/2026
The Swiss bank, which managed $4.7 trillion in wealth assets as of September 30, is selecting partners for a cryptocurrency offering after months of discussions.
01/22/2026
The partnership marks a significant milestone in WRISE Group's expansion strategy across the United Arab Emirates and the broader Middle East.
01/22/2026
These honors reflect Broadridge’s continued investment in next-generation capabilities that help clients drive efficiency, resilience, and growth.
01/15/2026
Alpaca’s scalable APIs and self-clearing custody enable global access to stocks, ETFs, options, crypto and fixed income products.
01/13/2026
3iQ was founded in 2012 and in 2024, Japanese fintech Monex acquired a majority stake for approximately $46 million.
01/13/2026
BridgeFT has been a leader in helping advisors and wealth technology companies unify critical client and portfolio data to power applications across the wealth management ecosystem.
01/13/2026
The proposition also brings to fore Standard Chartered Group's international network, enabling clients to manage their wealth seamlessly across borders
01/12/2026
The platform is designed to assist investors with wealth management through data analysis and tailored portfolio strategies.
01/09/2026
WealthTech company Kidbrooke recently explored the lessons learned from 2025 and what to expect in wealth management in 2026.
01/02/2026
WealthTech SEA – 2025 Update and 2026 Outlook
12/24/2025
Happy New Year to all
12/22/2025
Only 13 percent of German financial service providers consider innovation the most important IT driver – compared to 63 percent in France and 50 percent in the UK.
12/22/2025
We see consistently compelling advocacy from our employer and employee clients based on the strength of our proposition
12/19/2025
The company is also looking to hire a private banker in the UK to manage and support relationships with high-net-worth individuals worldwide.
12/17/2025
“Local Wealth Firm Rebrands to Meet Owners’ Next Big Challenge”
12/16/2025
The new general ledger capabilities extend Broadridge’s portfolio management system by embedding period accounting and financial statement reporting directly into the investment platform.