Less than a year after an initial fundraising round of €3 million, RockFi, the French fintech aiming to revolutionize private wealth management through its combination of seasoned advisors and cutting ...
58Wealth Named to Bloomberg Markets 50 Most Influential List, Showcasing Global Financial Leadership
Wealth, a leading U.S.-based AI-driven investment management company, announced today that it has been named to the Bloomberg ...
Because a shrinking advisor workforce means more than just open job postings—it affects client relationships, firm growth, ...
India will do away with the Google tax to appease Donald Trump as reciprocal tariffs loom. This and more in todays ETtech Top ...
The rise of generative artificial intelligence (AI) presents immense opportunities for innovation and growth across the ...
Valuefy, a global leader in WealthTech innovation, commemorated its 15-year journey with the launch of its all-new, fully ...
The alignment with Osaic was done via Affiliated Advisors, an Osaic Office of Supervisory Jurisdiction led by Rita Robbins.
PhonePe Wealth has launched CRISP, a tool designed to help investors make informed decisions on mutual fund investment.
Sora will continue to operate as a standalone business, providing full support for existing advisors and clients, until ...
PhonePe Wealth launched CRISP, a tool to help investors make informed mutual fund decisions. CRISP evaluates funds based on ...
The fintech investment landscape is reviving, with growth-stage deals attracting over $550 million in 2025. Regulatory ...
Many see AI as augmenting, not replacing, the work of financial advisors, but experts still have plenty of concerns, from ...
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