Wealth management firms do not merely suffer from fragmented data. They suffer from unencoded operating reality. Accounts, households,...
Americans over 55 control $110 trillion in wealth, but longer lifespans, spousal transfers, rising spending and staggered gifting mean...
A Wall Street Journal experiment found AI can offer reasonably sound portfolio guidance and market context, but still lacks the judgment,...
Growing retirement anxiety is driving more Australians toward self-managed pension funds, where investors are embracing greater control...
Citigroup is revamping its referral incentives, shifting from shared revenue pools to direct payments for employees who generate...
San Francisco based AI-native investment advisory platform raised $5m in Seed funding led by Monashees.
London based AI platform for financial advisers raised $10m in Seed funding led by Blackbird Ventures.
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Safety is a premium in today’s world. Geopolitical tensions in the Middle East have shown that security is fragile, and HNWIs have taken...
Arizona based estate planning platform raised $65m in Series B funding led by Charles Schwab.
Delhi based AI-led savings and wealth platform raised $12m in Series A funding led by Accel.
With the great wealth transfer projected to top $100t in coming years, firms are adding bells and whistles in a bid to keep assets when...
Germany based investment infrastructure firm raised $90m in new funding led by Sapphire Ventures and Tencent.
Survey finds many Gen Z investors feeling financially behind amid housing costs, debt, and weak job prospects are turning to speculative...
Female investors aren’t new, but their influence is accelerating. McKinsey finds women’s wealth grew 51% versus 43% globally since 2018...
Robinhood launched a publicly traded closed-end venture fund giving retail investors exposure to private companies like Databricks,...
New York based private markets infrastructure startup raised $8.1m in new funding led by F-Prime.