02/06/2025
TrekNorth Investment Management and Matterhorn Private Wealth Partner with RFG Advisory to Launch Independent Firms
Biebel’s strategic partnership with RFG reflects his long-term vision for the firm and clients.
FinTech
02/06/2025
SIX Bolsters Asian Market Data Access with ThaiQuest Partnership
The partnership also reflects both companies’ commitment to delivering top-tier financial information and innovative solutions to their clients.
02/06/2025
DriveWealth and OneVest Partner to Deliver Next-Generation Wealth Management Solutions
Our mission at OneVest has always been to Power the World's Wealth through innovative technology
02/04/2025
Broadridge overlays Nifix Matching with Symphony messaging
This latest innovation empowers asset managers to communicate directly with brokers via Symphony’s secure messaging platform, enabling compliance, transparency and streamlined resolution of post-trade discrepancies.
02/03/2025
WealthTech startup Myne raises $2 million in pre-Seed funding
This milestone is set to propel Myne toward its mission of redefining how individuals and businesses track and manage their finances.
02/03/2025
Danske Bank to integrate BlackRock’s Aladdin Wealth platform
Aladdin Wealth is a technology platform that unifies investment management by combining portfolio analysis, risk assessment, and data-driven insights.
02/03/2025
Wealth management platform Prosper secures $4.9m
The firm will also use the capital to scale its customer base quickly.
02/03/2025
Broadridge Reports Second Quarter Fiscal 2025 Results
Reaffirming FY'25 guidance, including 6-8% Recurring revenue growth constant currency, 8-12% Adjusted EPS growth, and Closed sales of $290 - $330 million
01/31/2025
New Mountain Capital Launches Wealth Solutions Team and Platform
NMC is building Wealth Solutions team and platform to service the private wealth market
01/30/2025
"AI generates an alert in the event of an atypical transaction"
AI has been present in finance for a long time but the sector remains very cautious about its use.
01/30/2025
Broadridge Recognized as One of FORTUNE Magazine’s 2025 ‘World’s Most Admired Companies’
This marks the company's 11th time being named to the prestigious list within the Financial Data Services industry category.
01/30/2025
Global Securities Class Actions Surge in 2024 Broadridge Report Highlights $5.2 Billion in Settlements and an Increase in New Federal Filings Two Years in a Row
Mega settlements on the rise as antitrust settlements maintain record pace
01/30/2025
Wealth-tech OneVest raises $20m in Series B financing
This approach allows for significant savings in implementation time and costs compared to traditional legacy systems and manual operations.
01/29/2025
Revolut Makes Swiss a Switching Offer to Swiss Customers
This will also provide them with investment products and a Swiss IBAN number provided by Postfinance.
01/29/2025
Trends in banking 2025: 58 billion USD for AI, cloud and data protection
At the same time, a digitally savvy generation of investors is pushing for seamless, transparent services.
01/28/2025
“Can your private bank do this?”: Fintech firms target Singapore’s wealthy with feature-rich apps
The new generation of tech-savvy wealthy investors is expected to drive demand for digital solutions.
01/28/2025
Holborn Assets Unveils New App to Optimise Wealth Management
One of the app's stand-out features is its ability to track residency and citizenship by investment applications.
01/28/2025
Carey Olsen and IQ-EQ Support Deep Blue on the Launch of Jersey’s First Stablecoin
Carey Olsen advised on the legal and regulatory aspects of DBUSD’s issuance
01/27/2025
Zurich Fintech Boosts BlackRock’s Cross-Border Wealth Solutions
The announcement was made jointly by both companies on Monday.
01/27/2025
Stablecoins on the rise in wealth management: the Xapo Bank view
The stablecoin market has seen a seismic shift in recent years, reflecting a broader evolution in how individuals and businesses approach digital finance.