OneAdvisory, a firm that provides unified data management for wealth management firms, announced that they closed an $8mm Seed round lead...

Vestwell raised $125mm in a Series D to continue it's mission to close the savings gap for Americans. Although the release did not give a...

Last week, ABN AMRO announced that it was acquiring European-based neobrokerage BUX for an undisclosed amount. Earlier this year, BUX had...

TMX Group (Toronto Stock Exchange) announced that they were acquiring VettaFi (ETF Trends, ETF Database, Advisor Perspectives, and...

BNY Mellon and Lunate, a $50b Abu Dhabi based private equity/alts firm, are teaming up to build-out an entire end-to-end advisor platform...

In light of the new proposed Department of Labor rules regarding the fiduciary duty of advisors with respect to certain retirement...

Photo Credit: Louisa Svensson / Alamy Stock Photo JP Morgan Asset Management launching new vehicles to remove some of the friction...

McKinsey & Company's 2023 report WealthTech in Asia-Pacific: The next frontier in financial innovation contains several insights (1). As...

I liked this because it is an important topic that rarely comes up in wealth management. Advisors are keen on helping with assets, but...

Financial plans created using historical returns as the expected return estimate will likely break during the next crash, leaving...