The use of AI in wealth management can be valuable, but it can yield even greater results when used alongside human expertise ...

SkyOak Wealth LLC lessened its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange ...

Boston-based Lynx, a startup that aims to make it easier to pay for healthcare using spending accounts, has raised a $27 million Series A venture capital round.

Jacobsen Capital Management raised its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.3% in the fourth ...

Portage promoted Jake Bodanis to the role of partner tasked with investing in early-stage and growth-stage fintech ...

The former Nitrogen CEO opens up about the challenges and rewards of international adoption and his plan for building a new ...

The latest Family Office Quarterly 2025 report offers critical insights into the macroeconomic environment, investment ...

VC firm General Catalyst has launched a new registered investment advisor, GC Wealth, according to a blog post.

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

Northern Ireland students are being encouraged to explore the vast career opportunities in the innovative and lucrative world ...

Here, FinTech Magazine spotlights the leading executives (part two) who will make up our exclusive speaker line-up at FinTech ...

First launched in February 2024 for iCapital platform clients, Architect is the innovative portfolio construction tool that helps advisors evaluate alternative investments and structured investments ...