Morgan Stanley stocks up with $900m Solium acquisition
Wealthtech move marks its biggest deal since the financial crisis.
Wealth Management
Analysis: openfunds − raise the standard
It’s surprising how haphazardly much of the data in investment funds is distributed.
Personal Capital gets $50m in personal capital
Digital wealth management company is in a happy Silicon Valley.
Pagaya shows off its AI-powered $100m ABS
Asset-backed securities looking toned and honed.
MiFID II’s unbundling mandate puts data front and centre for traders
A year on, MiFID II is changing the way buy-side firms acquire and produce investment research.
Video: Banking Technology Awards 2018 highlights
Check out the highlights of our glamorous event which took place on 13 December 2018 in London.
BBVA Groww-s investment app via $6m funding round
Bank’s Propel Venture Partners one of the backers for Indian firm.
DBS chief innovation officer Neal Cross leaves for fintech start-up
Calls time on five lively years and moves to PictureWealth.
Falcon Private Bank unleashes crypto transfers
Swiss bank offering selected cryptocurrencies for private and institutional clients.
FNZ takes minority stake in Embark
FNZ and Embark also extend their tech partnership until 2028.
Orowealth acquires wealthtech app Wealthtrust
Indian direct mutual fund seeks expansion.
Accenture ups wealth game with Orbium acquisition
Orbium is Avaloq’s partner and system integrator.
Plaid buys fintech rival Quovo for $200m
Bank account connectivity firm finds something similar in the US.
The Nottingham debuts new savings brand Beehive Money
On the back of a system upgrade.
Didi does in-app financial services across China
Launches mutual protection, personal credit and automobile financing products.
Top ten wealthtech stories in 2018
Witness the wonders of the wealthtech world for free!
Aiera bags $3.5m for AI-driven equity research
Welcome to the era of the artificially intelligent equity research analyst.
Diginex deepens digital assets with Altairian acquisition
Hong Kong-based blockchain firm buys again – this time a UK wealthtech.
Banking Technology Awards 2018: and the winners are…
The Banking Technology Awards 2018 winners announced!
Voleo to help OP Financial Group’s social trading drive
Voleo will join the Helsinki-based firm’s Wealthtech Partnership Programme.
Morgan Stanley says yes to Yext for finance advice
Bank has digital brain wave for its financial advisors.
Motive Partners takes majority stake in Finantix
Private equity firm gets hold of digital services provider.
BlackRock to acquire equity stake in Envestnet
BlackRock gets 4.9% equity stake in a stock transaction totaling $123 million.
Bambu and OUTvest win FinovateAfrica’s Best of Show awards
The votes have been cast and tallied!
Morgan Stanley’s $15m funding FX ups Integral
Foreign exchange tech provider looking for more banking and broker action.
Top fintech stories this week – 23 November 2018
Catch up on FinTech Futures’ top five fintech stories of the week – all in one place!
Moneyfarm moves on Germany with Vaamo acquisition
This not so little asset manager went to a new market.
Wealthtech woes mean jobs go at Ohpen UK office
EXCLUSIVE. Firm says office is still open but 19 staff lose their jobs.
Boys from the BlackRock launch investment firm Genuine Impact
London-based company powers up with investment intelligence platform.
Wealthtech d1g1t likes digits with $7m funding boost
Two private investment rounds led by Purpose Financial.
Lendtech SoFi flying low as losses linger
US firm has lost money for the second consecutive quarter.
Focus Solutions unleashes wealthtech portal and hub
Hub unveiled with BITA Risk and Investment Software Limited.
Wevest wants to be best with digital asset manager launch
Berlin-based firm unleashes Wevest Capital.
Citizens Bank pioneers SigFig’s new wealthtech for financial advisors, CoPilot
SigFig unveils CoPilot, a digital wealth management platform for financial advisors.
Sustainable ETF assets soon to be commonplace among investors
Exchange-traded funds (ETFs) are estimated to be worth $400 billion in the next decade.
Freetrade set sails for early access roll-out
Founded by André Mohamed and Adam Dodds.
Mining ESG data: the rise of technology
The root of an informed valuation is the disclosure of relevant information.
Digital disruption is shaking up the worlds of watchmaking and finance
The Swiss watchmaking and finance industries will need to draw on their own heritage to respond to digital disruption.
UBS Wealth Management USA in wealthtech revamp with Broadridge
UBS Wealth Management USA to be “the anchor client” on Broadridge’s new wealthtech platform.
Hauck & Aufhäuser launches robo-advisor Zeedin
Zeedin was built together with digital banking tech vendor Crealogix.
