Tagged: wealth managemnet

December 21, 2023 @ 12:15 pm By Omar Faridi  |  

iCapital, a global fintech platform enabling access to alternative investments for the wealth management industry, has partnered with investor services group IQ-EQ to establish a new series of French domiciled funds, which will “increase access for individual investors resident in France to global alternative investment… Read More

October 13, 2023 @ 5:01 pm By Omar Faridi  |  

Wells Fargo & Company (NYSE: WFC) announced the expanded availability of LifeSync, a personalized digital approach to aligning customers’ goals with their money, to all consumer customers. Available in the Wells Fargo Mobile app, LifeSync launched to all Wealth & Investment Management (WIM) clients earlier… Read More

April 19, 2023 @ 10:42 am By Omar Faridi  |  

The team at SwissBorg, which makes crypto wealth management more accessible, says that they’ve achieved a lot with their Series A fundraising. In the last three months, SwissBorg claims they “rewrote the way fundraisers are done.” The firm says they “showed the world, once again,… Read More

February 24, 2022 @ 8:42 am By Omar Faridi  |  

Andy Rachleff, co-founder and Executive Chairman at Wealthfront, which recently agreed to be acquired by UBS, says that we should keep investing even while the market is volatile. Andy writes in a blog post that when markets are volatile (as they are currently), investors sometimes… Read More

August 2, 2021 @ 10:47 pm By Omar Faridi  |  

Singapore-based wealth platform iFAST Corporation recently revealed that the Group’s Malaysian division, iFAST Capital, has introduced trading services in US as well as support for Hong Kong-listed securities for Malaysians. The new offerings will reportedly include stocks and exchange-traded funds (ETFs) on FSMOne, its B2C online… Read More

June 27, 2020 @ 12:03 pm By Omar Faridi  |  

Picture Wealth has finalized a A$12 million equity and debt funding round. The wealth management firm is planning to transform Australia’s financial advisory and superannuation sector. Picture Wealth has also acquired financial services licensee NEO Financial Solutions (NFS) for an undisclosed amount. Following the acquisition,… Read More