Orion Advisor Wealthtech Survey indicates that more than half of financial advisors plan to increase their investment in ...

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

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 ...

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 ...

Clients depend on their financial advisers to encourage them to tackle estate planning and guide them through complex ...

UAE-based fintech Myne has raised a $2 million pre-seed funding round, led by Scene Holding, followed by Raz Holding with ...

Whether these are watershed moments or not, markets have taken notice of the latest artificial intelligence advancements.

AI agents will redefine services provided by wealth managers, allowing them to analyse markets in real time and run portfolios around the clock.

Moomoo, a popular trading and investment platform, has also gotten into the act with a new arm targeting high-net-worth ...