18 Oct, 2024 You’re Not Paranoid. The Market Is Out to Get You. By Gareth Jones Benjamin Graham’s “The Intelligent Investor” emphasizes self-discipline over market mastery, urging investors to think independently. In...
17 Oct, 2024 Farther raises $72m in Series C funding By Samantha Wulfson New York based wealth advisory startup raised $72m in Series C funding led by CapitalG and Viewpoint Ventures.
17 Oct, 2024 Plaid unveils technology to ease transfers between brokerages By Sarah Wolter The firm, best known for connecting consumers’ bank accounts to financial-technology companies, is now easing the transfer of investments...
14 Oct, 2024 $10m? $30m? $100m? The redefinition of the super-rich By Sarah Wolter Talk to 10 different wealth industry professionals about when you become super-rich (an ultra-high-net worth individual, or UHNW, in...
11 Oct, 2024 AI is coming for wealth management By Gareth Jones Wealth management firms are adopting AI for tailored advice, but the technology’s inability to understand human nuances limits its...
11 Oct, 2024 FutureMoney raises $2.5m in Pre-Seed funding By Louden Richason Boston based family investing platform raised $2.5m in Pre-Seed funding led by Serac Ventures.
11 Oct, 2024 Farther raises $72m in Series C funding By Louden Richason New York based wealth management firm raised $72m in Series C funding led by CapitalG.
09 Oct, 2024 CapIntel joins with FactSet to increase advisor success By Sarah Wolter Within the FactSet Workstation, advisors can now create and share CapIntel’s digital, compliant, and personalized proposals for a...
04 Oct, 2024 TPG's wealth management play By Sarah Wolter Private equity firm TPG is investing heavily in wealth management, striking deals to acquire minority stakes in multiple firms. As Axios...
03 Oct, 2024 Wall Street races to bring private credit to the masses By Sarah Wolter Investment giants including Apollo Global Management, BlackRock, Capital Group, KKR and State Street are jostling to launch...
03 Oct, 2024 People without kids are leaving money to surprised heirs By Sarah Wolter Charities, distant relatives and even pets are benefiting from surprise inheritances. They can thank people without children. Not having...
01 Oct, 2024 Robinhood launches crypto transfers in Europe as it pushes overseas expansion By Sarah Wolter The company said that it’ll allow customers in the European Union to deposit and withdraw more than 20 digital currencies through its...
24 Sep, 2024 Commonwealth to offer pooled employer plan with Vestwell By Sarah Wolter Vestwell is launching a pooled employer plan with Commonwealth Financial Network and some help from Ascensus. The Gateway 401(k) Plan...
19 Sep, 2024 Wealth.com raises $30m in Series A funding By Kate Wang Phoenix based company that helps financial advisers create and optimize estate plans for their clients raised $30m in Series A funding...
17 Sep, 2024 Firms jostle to sell alternative assets to wealthy investors By Sarah Wolter The financial firms are all trying to hitch their wagons to a fast-growing area of the market that can generate hefty fees. They are also...
12 Sep, 2024 Private markets seem out of reach for individual investors. BlackRock thinks it has an answer By Sarah Wolter BlackRock plans to offer wealthy investors a way to access areas such as private equity and private credit in an attempt to build a new...