09/11/2025
This will facilitate the integration of advanced consulting and professional management, optimizing the portfolio and enhancing profiling during the onboarding phase, based on clear and consistent objectives.
09/10/2025
The firm has built a tiered service model to meet clients wherever they are in their financial journey — from first paychecks to complex estates — and engaged Altruist as a partner whose technology could support that vision at scale.
09/10/2025
The initiative aims to expand Bybit's high-net-worth user base, increase assets under management (AUM) and deliver long-term revenue growth.
09/10/2025
Over €30 billion is held on the platform by more than one million customers.
09/09/2025
The wealth management sector continues to grow steadily, and demand for modern technology solutions from established providers is increasing.
09/09/2025
No money was stolen or passwords lifted and all accounts remain secure, says Wealthsimple.
09/09/2025
Combined capabilities will help record keepers, financial advisors, asset managers, and insurers improve retirement participant outcomes and unlock growth opportunities
09/08/2025
Unveiled this month, this collab reportedly combines Citi’s advisory expertise with BlackRock’s investment management know-how and technology, setting a standard for personalized wealth solutions.
09/08/2025
The new offerings are designed to help streamline advisor workflows, allowing them to focus more on meeting clients’ evolving needs and long-term investment goals.
09/05/2025
The financing included investments from former executive officers and board members of leading financial services firms in the U.S.
09/05/2025
The research will explore how the latest advances in AI and other transformative technologies will reshape the investment sector.
09/04/2025
Trading tools help advisors and traders access traditional financial markets, as well as newer opportunities like digital assets.
09/04/2025
The State Street/Apex partnership will deliver a differentiated, fully digital, globally scalable, custody and clearing solution and experience for wealth advisors and self-directed wealth platforms as well as their clients around the world.
09/03/2025
The collaboration will help Wedbush fuel digital innovation and business expansion, attract top talent, and deepen client engagement.
09/02/2025
The group - currently operating through 11:FS Holdings Limited - has earmarked £50 million so far and is expecting to begin another investment round shortly.
09/02/2025
The transaction, which also includes Intelliflo’s US-based subsidiaries, is valued at up to $200 million.
09/02/2025
This is a model that can represent a strategic response to the growth of passive management
09/02/2025
Global Operational Footprint and Technology Capabilities Enable Scale and Power Growth
08/29/2025
Ryan Hicke chats with Citywire on the firm's recent $527m acquisition and other growth plans.
08/28/2025
The startup's trader-focused design, along with earnings analysis, natural language stock screening, and a real-time personalised news feed are coming to Wealthsimple.