BlackRock’s wealth management platform, Aladdin Wealth, has integrated technology from Zurich-based fintech Investment ...

The estate planning-focused platforms are reinforcing their leadership with an executive hire and a new AI-powered capability ...

Investment clubs have surged in popularity as individuals seek collaborative ways to grow their wealth. Traditionally, these ...

Blackrock integrates technology from Investment Navigator to enhance cross-border compliance and product distribution within ...

The role of the family office is evolving with the Great Wealth Transfer and tech advancements, among other issues. This is ...

As financial markets become increasingly complex, family offices have emerged as welcome market participants, offering ...

The intersection of finance and technology has birthed a unique subset of services tailored to a growing niche: luxury and ...

Fuel Ventures, one of the UK’s leading venture capital firms, has led a £4 million funding round in Prosper, a high-net-worth ...

The ART5 intelligent analysis tool is the key achievement of WAF's technology R&D team, having undergone multiple iterations ...

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA/SIPC. LPL Financial and its affiliated companies provide financial ...

Wealth.com, the leading end-to-end estate planning platform, today announced the appointment of Dan Bolton as Head of Marketing, adding extensive fintech marketing expertise to the company's ...