Morgan Stanley’s wealth management arm hit with $35m data protection fine
The SEC says that MSSB failed to protect the personal identifying information of approximately 15m customers.
WealthTech
eBook: Towards modern application development in financial services
Ensuring your AppSec programme adds value.
Infographic: Modern AppSec in financial services
Security has never been more important to financial organisations reliant on custom software.
FinTech Futures Jobs: Are you having “great resignation” regret?
Before you change jobs again, we recommend to keep in mind a few things.
US asset management platform Ethic lands $50m Series C
Ethic’s vision is to create “a world in which all investing is sustainable investing”.
FNZ set to acquire German wealthtech provider Diamos
The acquisition will equip FNZ with additional wealth management product and service solutions.
FinTech Futures: Top five stories of the week – 9 September 2022
Here’s our pick of five of the top news stories from the world of finance and tech this week.
White paper: Financial services marketing – how to leverage referrals
This free referral marketing guide explains how a brand can flourish by utilising customer-specific tactics.
Gen Z investors want more than crypto and meme stocks
The key thing missing from many banking and investment platforms is personalisation.
UBS, Wealthfront nix $1.4bn acquisition deal
Wealthfront CEO David Fortunato says the pair are “continuing to explore ways to work together”.
White paper: The global fintech landscape – challenges, collaboration, and cloud
InterSystems’ research with the insights of over 500 decision makers within fintech organisations.
Banking Technology Magazine September 2022 issue out now
Cover story: MONEY PUZZLE – Helping US arrivals get on track financially.
Banking Tech Awards USA 2022 Winner: Marinela Tudoran, Credit Suisse – Woman in Technology
We are delighted to be featuring Marinela Tudoran, winner of W.I.T. Award at the Banking Tech Awards USA.
FinTech Futures: Top five stories of the week – 26 August 2022
Here’s our pick of five of the top news stories from the world of finance and tech this week.
eToro snaps up options trading start-up Gatsby
eToro says the acquisition is a “key step” as it looks to diversify its offering to US users.
BankProv and Republic partner to offer escrow accounts to capital-hungry firms
BankProv CEO Dave Mansfield says working with Republic will “expand access to new investment opportunities”.
ICYMI fintech funding round-up: Farther, BankiFi, Highbeam and more
A handy round-up of the recent funding endeavours of fintech companies across the globe.
Former Wells Fargo, BoA private bankers launch wealth management firm Fidelis Capital
The firm brings together financial specialists with more than 200 years of collective experience.
Q&A: How Linqto is helping democratise the private investment space
Linqto’s COO Joe Endoso chats with FinTech Futures about the platform’s goals and ambitions.
New group CEO and comprehensive strategic review at Credit Suisse
Ulrich Körner replaces Thomas Gottstein, who is leaving Credit Suisse after 23 years.
ICYMI fintech funding round-up: Wombat, Atlantic Money, Fairbanc and more
A handy round-up of the recent funding endeavours of fintech companies across the globe.
Webinar: Banking customer centricity with journey orchestration
Improve personalisation decisions across all channels and touchpoints, CX and achieve business goals.
Rabobank selects US fintech InvestCloud for financial planning tools
Goal-based financial planning features will be made available to Rabobank’s customers.
FinTech Futures: Top five stories of the week – 15 July 2022
Here’s our pick of five of the top news stories from the world of finance and tech this week.
Wealthtech Tifin acquires SharingAlpha to boost international presence
Following the acquisition, SharingAlpha will be fully integrated into Tifin’s Magnifi platform.
Banking Technology Magazine July / August 2022 issue out now
Cover story: MAKING THE DREAM WORK – Helping Ukraine in a planet-friendly way.
Banking Tech Awards 2022 – call for judges
Join the judging panel for the Banking Tech Awards and be in great company of industry experts!
FinTech Futures Jobs: Five interview questions to ask to determine a company’s culture
Five questions to build a cultural profile of your new workplace before taking the job.
US fintech Wahed Invest to receive $50m in Series B funding
The Series B round will support the start-up’s plans to launch an ethical neobank.
Canadian wealthtech Wealthsimple sheds 12.6% of workforce due to market volatility
As well as the layoffs the wealthtech will be “laser-focused” on core businesses investing, banking and crypto.
Webinar: Winning with data in the cloud
The benefits of cloud-native solutions for managing core systems, data management and value creation.
How Carefull aims to help older adults manage their finances effectively
FinTech Futures speaks with Carefull co-founder Todd Rovak about financial management for older adults.
Banking Technology Magazine June 2022 issue out now
Cover story: THE WORLD BEYOND – Connecting through the metaverse.
FinTech Futures: Top five stories of the week – 27 May 2022
Here’s our pick of five of the top news stories from the world of finance and tech this week.
ICYMI fintech funding round-up: Tranch, Quantifeed, Chekk & Crowd Data Systems
A handy round-up of the recent funding endeavours of fintech companies across the globe.
iCapital expands its platform with Simon Markets acquisition
The deal is expected to close in the second half of 2022 pending regulatory approvals.
White paper: Intelligence capabilities for AML and CFT regulatory compliance
Enhancing KYC, AML, CFT and due diligence investigations for finance, banking and compliance sectors with digital intelligence.
Finovate Spring 2022: The changing landscape of financial services
Digital innovation is one of the key talking points at this year’s conference.
Finbourne Technology hires Robert Byrne as CTO
The appointment follows the company’s recent expansion into North America and APAC.
Report: Northern Ireland fintech – leaders in ESG
A deep dive into how Northern Ireland became a pioneer in the advances of fintech, regtech and ESG.
