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

Dave Breslin, formerly head of First Republic’s private-wealth unit, runs the new firm, which is being launched as GC Wealth. The company has steadily built up a base of existing high-net-worth ...

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

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

A balanced approach to innovation and regulation gives fintech companies the freedom to explore and scale while maintaining ...

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

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

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 ...

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

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

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.

Moomoo, owned by Nasdaq-listed Futu Holdings, and Arta, whose backers include former Google CEO Eric Schmidt and ex-UBS CEO ...