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Latest Results from /wealth

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Investment app Plum expands offering

Plum, the smart money app, has launched two new smart features for stock investors in Ireland.

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FE fundinfo launches rebate and distribution channel management service

An initiative to help streamline the rebate management process and reduce administrative burden for asset managers is being launched by FE fundinfo, the global fund data and technology company.

/wealth

Nils Frowein joins additiv as CEO from Swiss Life

additiv, the international digital investment and financial solutions company, announced the appointment of a new Chief Executive Officer (CEO).

/wealth

BlackRock invests in Avaloq

Avaloq, a subsidiary of NEC Corporation, and BlackRock, through its Aladdin Wealth business, have formed a strategic partnership aimed at enhancing their investment technology solutions for wealth managers and private banks.

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Goldring integrates with Smart Fintech for open banking payment initiation

Goldring S.A., an investment broker at the Bucharest Stock Exchange and on the major international markets, which offers trading services to individual and corporate investors, announces the integration of SmartPay into its platform.

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Tifin AMP seals Series A, spins off AMP

TIFIN AMP, the Artificial Intelligence (“AI”) Partner For Modern Distribution, is delighted to announce the successful close of a Series A round and the establishment of a new board independent from parent company TIFIN.

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Family fintech Bling opens to capital markets with Evergreen

Bling, Europe's first Family-FinTech, is opening up the capital market to families. With Bling's new SavingsTrees, German families can now invest sustainably starting from just 1€ per month.

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BNY Mellon's Pershing X rolls out digital wealth management platform

BNY Mellon's Pershing X, a technology provider within BNY Mellon | Pershing (NYSE: BK), debuted Wove today, a groundbreaking wealth management platform that integrates the technology tools advisors use into a single, data-driven platform.

/wealth

Pershing X unveils wealth management platform

BNY Mellon's Pershing X, a technology provider within BNY Mellon | Pershing (NYSE: BK), debuted Wove today, a groundbreaking wealth management platform that integrates the technology tools advisors use into a single, data-driven platform.

/wealth

GBST appoints global head of product innovation

Global WealthTech company GBST has appointed Simon Clare as Head of Product Innovation.

/wealth

FCA plans to align rules for fund managers and investment managers pose material threat says Pimfa

PIMFA, the trade association for the wealth management, investment services and financial advice sector, has raised serious concerns about the Financial Conduct Authority’s (FCA) proposals to harmonise rules governing the way in which fund managers and discretionary investment managers operate, saying the proposals would pose a material threat to managed portfolio services (MPS).

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Moven adds digital wealth management tools with Atomic

There’s little doubt that the competition for deposits is heating up for community banks and credit unions. And playing the “rate game” is far different now than before non-banks and neobanks were in the mix with big banks.