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IFGS 2023: The future of wealth management
Josh Poyser
-
April 18, 2023
Landytech raises $12m to expand internationally
Wells Fargo launches in-app product for wealth management customers
South African investment platform EasyEquities to offer life insurance
WealthKernel appoints new CCO
Sharegain launches securities lending product in the US
Josh Poyser
-
February 20, 2023
0
SUMA acquires Reel to further help Latinos build wealth
Josh Poyser
-
February 14, 2023
0
Investment app Stash names new CEO
Josh Poyser
-
February 8, 2023
0
FNZ acquires Germany’s Fondsdepot Bank
Josh Poyser
-
January 18, 2023
0
Bondsmith becomes a principal member of Visa
Josh Poyser
-
January 9, 2023
0
National Bonds announces partnership to help customers save in UAE
Josh Poyser
-
January 4, 2023
0
Moneyfarm expands with acquisition of Profile Pensions
Josh Poyser
-
December 21, 2022
0
FNZ to acquire specialist wealthtech provider DIAMOS
Mark Dugdale
-
September 12, 2022
0
SigFig hires chief product officer and director of digital wealth products
Mark Dugdale
-
August 17, 2022
0
Chip enhances savings experience with TrueLayer Payments
Mark Dugdale
-
July 6, 2022
0
Wealthtech TIFIN raises $109m to pursue continued growth
Mark Dugdale
-
May 16, 2022
0
Avaloq goes live with first client in Taiwan
Mark Dugdale
-
April 22, 2022
0
Wealthtech company Wealth Wizards strengthens executive team
Mark Dugdale
-
February 22, 2022
0
Wealthtech FNZ raises massive private equity investment
Mark Dugdale
-
February 14, 2022
0
Lloyds Banking Group to acquire Embark for £390m
Mark Dugdale
-
August 3, 2021
0
JPMorgan Chase to acquire UK wealthtech Nutmeg
Mark Dugdale
-
June 18, 2021
0
Standard Chartered partners with Franklin Templeton to launch Autumn
Mark Dugdale
-
June 14, 2021
0
InvestCloud acquires Advicent and the NaviPlan platform
Mark Dugdale
-
May 11, 2021
0
Purpose Financial welcomes Allianz X as shareholder
Mark Dugdale
-
February 12, 2021
0
Chip records a 222% increase in total user savings for January
Mark Dugdale
-
February 8, 2021
0
InvestSuite lands €3m in new funding
Mark Dugdale
-
January 4, 2021
0
NEC to buy Avaloq for $2.2 billion
Mark Dugdale
-
October 7, 2020
0
InvestSuite partners with Synechron
Mark Dugdale
-
September 8, 2020
0
Digital wealth manager Scalable Capital raises €50 million
Mark Dugdale
-
July 27, 2020
0
Lockdown has fired starting pistol in sprint to financial services digitisation
Mark Dugdale
-
June 12, 2020
0
How investment platform automation is helping financial advisers in lockdown
Mark Dugdale
-
May 7, 2020
0
Flagstone raises £12 million in funding
Mark Dugdale
-
May 4, 2020
0
InvestSuite raises €2 million for robo adviser wealthtech platform
Mark Dugdale
-
April 2, 2020
0
Flagstone adds new deposit taker to smart cash platform
Mark Dugdale
-
March 27, 2020
0
Refinitiv acquires US wealthtech Scivantage
Mark Dugdale
-
March 4, 2020
0
Morgan Stanley eyes $13 billion E-Trade acquisition
Mark Dugdale
-
February 21, 2020
0
Wealthtime acquisition for PE firm
Mark Dugdale
-
February 14, 2020
0
Lead investor WisdomTree eyes ETFs with Securrency blockchain tech
Mark Dugdale
-
January 22, 2020
0
