“We saw the industry shift and rush to offer ‘all-in-one’ platforms that claim to do ... without sacrificing flexibility. Wealth management firms, regardless of size, are integrating digital ...

Robinhood is rolling out wealth management and private banking services for investors with modest portfolios, as the trading ...

Private equity firm Seven2 has reached a binding agreement with J.C. Flowers to purchase a majority stake in German wealth management platform HRK LUNIS. This deal is Seven2's inaugural investment ...

Malaysia-based wealth management platform Versa has completed its Series A funding round led by AHAM Asset Management Berhad (AHAM Capital), the company said, as it looks to accelerate user growth ...

This bold vision – and the flawless execution – have earned iCapital the title of “World’s best technology provider for ...

A family-centred and collaborative approach to wealth planning for financial institutions lies at the heart of Abbove, ...

a prominent German independent wealth management platform. This acquisition marks Seven2's first investment in Germany and a strategic step in its European expansion. The transaction, which ...

AMJ Financial Wealth Management decreased its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.6% during the 4th quarter, according to the company in its most recent 13F filing ...

Experts say that while data ownership might at first be time-consuming and costly, the long-term benefits make it an ...