September 9, 2025 @ 6:02 pm By Omar Faridi  |  

Betterment Advisor Solutions (BAS), the custodial platform for independent Registered Investment Advisors (RIAs), is making significant strides in reshaping the financial advisory industry. Through a combination of digital technology, product offerings, and strategic acquisitions, Betterment is enabling modern advisors to meet the evolving needs of… Read More

 Tagged betterment, financial services, insights, survey, wealth management

September 9, 2025 @ 4:15 pm By Omar Faridi  |  

In an era where AI is reshaping industries, not all small business owners are  shying away from the technology’s rise. Instead, they appear to be leaning in, using it to amplify their limited resources and compete on a bigger stage. Eyal Lifshitz, CEO of Bluevine—the… Read More

 Tagged ai, artificial intelligence, bluevine, insights, small businesses, smbs, united states

September 9, 2025 @ 2:16 pm By Omar Faridi  |  

Wealthsimple, a Canadian Fintech company, disclosed a data security incident that compromised the personal information of a small fraction of its three million clients. The breach, which affected fewer than 1% of its user base—approximately 30,000 customers—exposed sensitive details such as Social Insurance Numbers (SINs),… Read More

 Tagged canada, data, security breach, wealthsimple

September 9, 2025 @ 12:57 pm By Omar Faridi  |  

State Street Corporation (NYSE: STT) and Apex Fintech Solutions announced a partnership that includes a minority investment by State Street into Apex Fintech Solutions. State Street will leverage Apex’s digital custody and clearing platform “to expand State Street’s wealth services offerings to the global wealth… Read More

 Tagged apex fintech solutions, digital financial services, state street

September 9, 2025 @ 12:33 pm By Omar Faridi  |  

Banco Central do Brasil (BCB) has solidified its position as a global enabler of digital financial services and sustainability with two significant developments: the release of its report on climate risks and social opportunities, and the steady performance of its instant payment system, Pix. These… Read More

 Tagged bcb, brazil, central bank, latam, pix

September 9, 2025 @ 12:01 pm By Nick Morgan  |  

On August 7, President Donald Trump signed an executive order that could fundamentally reshape how retirement savings intersect with entrepreneurship and economic growth. The order aims to democratize access to alternative assets within 401(k) plans, opening the door for everyday Americans to invest retirement dollars… Read More

 Tagged 401k, capital ideas, ican, karen kerrigan, nick morgan, perspective, sbe council, small business and entrepreneurship council

September 9, 2025 @ 10:11 am By Omar Faridi  |  

Ireland’s retail banks are gearing up to introduce a mobile payment platform called Zip Pay in 2026. This initiative might compete with solutions and services from digital bank Revolut by offering seamless peer-to-peer (P2P) transactions. By pooling resources, institutions like Allied Irish Banks (AIB), Bank… Read More

 Tagged banking, europe, ireland, payments, revolut, zip pay

September 9, 2025 @ 9:45 am By Omar Faridi  |  

iCapital, the global fintech shaping focused on improving investing, announced an investment in, and partnership with, Tangible Markets, a liquidity solutions provider for private market positions held via wealth management channels. Together, the firms will develop scalable liquidity solutions “for alternative investment funds – helping… Read More

 Tagged ai, artificial intelligence, icapital, investing, tangible markets

September 9, 2025 @ 9:00 am By Tony Zerucha  |  

For Fintechs, LatAm is a region of opportunity, but also significant challenges. With each country seemingly at its own stage of development, there is plenty of work to do on a national level before LatAm can grow as one. Nisum Chile general manager Sebastian Martinez… Read More

 Tagged latam, Nisum Chile, Sebastian Martinez

September 9, 2025 @ 8:47 am By Omar Faridi  |  

Wise (LON:WISE), the global technology company building what it thinks is the best way to move and manage the world’s money, announced an expansion of its North American office hub in Austin. The company will aim to increase its current office space “by 200% to… Read More

 Tagged austin, Business Expansion, Cross-Border Transactions, texas, us, wise