Fintech platform interVal has also introduced a new feature to help advisors support entrepreneurial business owner clients ...

A wealth management team that began working together at United Capital Financial Advisers, which was acquired by Goldman ...

Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he sees as archaic ...

MOIQ Digital is more than just a technological upgrade—it’s a statement of intent. By challenging outdated industry norms and ...

Discover how the future of investing is being reshaped with accessible, diversified strategies tailored for the modern world ...

Fintech firms DriveWealth and OneVest have entered an alliance, which will integrate OneVest's comprehensive wealth ...

The intersection of finance and technology has birthed a unique subset of services tailored to a growing niche: luxury and lifestyle FinTech.... Consumers are bombarded with endless options for loans, ...

CleverX Consulting aims to help small and mid-sized advisory firms navigate the M&A landscape, both before and after a transaction.

WH Ireland said it agreed to allow Verso Wealth Management to market its services to certain clients of its loss-making Henley office. The wealth manager said Monday that under the agreement, it would ...

The wealth tech platform providers are looking to reach more advisors and firms with key leadership additions to their ...

Capital, the fintech driving the alternative investment marketplace for wealth and asset management industries, announced ...