Then, fintechs need to be smart about integrating technologies like AI and blockchain, as they can streamline many aspects of wealth management, including fraud detection, compliance, and customer ...

Over the next two decades, Baby Boomers will transfer an estimated $84 trillion to Millennials and Gen Zers, in what is ...

The wealth tech firms are expanding their respective networks with their first strategic partnerships for 2025.

AI is reshaping wealth management by driving personalized client interactions and enhancing operational efficiency.

Revolut, the global financial super-app, is making significant strides in its mission to redefine and reimagine modern ...

Rathbones Group said its total funds under management and administration edged up over the fourth quarter of 2024 thanks to positive market movements. The wealth-management company said its total ...

Join us at FinTech LIVE Singapore and discover how this city has emerged as a leading hub for fintech innovation and leading ...

Wealth Management Industry Set to Reach $3.5 Trillion by 2033. North America Continues to Lead, But Asia-Pacific and South ...

Savvy Advisors, the New York City-based RIA of parent fintech company Savvy Wealth ... The two join as wealth management advisors from Wambolt & Associates, an RIA in Littleton.

The investment involves subscribing to optionally convertible debentures, with plans to raise its stake above 50% upon ...

The wealth tech veteran brings "deep industry experience and a proven track record" to the new C-suite position at Orion.

Equiti enhances its offerings with Equiti Wealth, a global multi-asset platform designed to provide diverse wealth management ...