Tags: Wealth Management

iCapital has acquired Citi Global Alternatives, a significant move in the fintech sector aimed at enhancing alternative investments. This acquisition allows iCapital to expand its…

Data ownership is becoming essential in wealth management, enabling both wealth managers and retail investors to control their financial information effectively. Fredrik Davéus, CEO of…

In the evolving wealth management sector, comprehensive portfolio aggregation has become crucial for financial advisors as clients diversify investments across various platforms. Wealth managers are…

FNZ, a prominent technology platform for wealth and asset management, has secured a $500 million investment from long-term institutional investors to enhance its financial resilience…

The wealth management industry is being transformed by WealthTech, making financial services more accessible through advancements like AI and blockchain. Jurgen Vandenbroucke from EveryoneINVESTED highlights…

PIMFA WealthTech has partnered with Morningstar to launch an AI-focused Tech Sprint aimed at addressing operational challenges in wealth management. Scheduled for May 7, 2025,…

The wealth management sector is evolving from traditional robo-advisory systems to an advanced model called intelligent advisory, which combines artificial intelligence (AI) with skilled Relationship…

Flanks, a Barcelona-based FinTech specializing in wealth management automation, has raised €14 million in a funding round led by Motive Ventures, with participation from Battery…

In the U.S., couples are prioritizing financial stability, often buying property before marriage, prompting a need for tailored financial solutions. Traditional institutions struggle to meet…

A recent PwC survey of 521 industry leaders in asset and wealth management reveals how disruptive technologies like artificial intelligence (AI) and cloud computing are…