Wealth management firm JM Finn hires new chief operating officer
JM Finn has also appointed Andrew Dunkin as its new head of projects.
Wealth Management
RF Group taps core vendor ERI to power its Caribbean banking operations
The Bahamas-based firm will adopt ERI’s Olympic Banking System as its new core banking platform.
Raymond James Bank to deploy ICE Mortgage Technology’s lending solution Encompass
The software will support the origination of mortgages for high-net-worth borrowers.
Banking Technology Magazine February 2024 issue out now
Cover story: PLANT LIFE – Talking flora and quantum computing.
Schroders Personal Wealth announces launch of new investment platform
The proposed platform is set to arrive in the summer, along with a new client mobile app in Q2.
FinTech Futures: Top five news stories of the week – 26 January 2024
Our pick of the top fintech news stories this week includes Abrdn, Kashable, Synchrony and more.
ICYMI fintech funding round-up: Safty, Ozone API, WealthKernel and Karty
A handy round-up of the recent funding endeavours of fintech companies across the globe.
Abrdn announces £150m cost-cutting drive with 500 jobs on the chopping block
The cuts are expected to impact group functions and support services across its middle management.
Italy’s Objectway doubles down on North American wealth market with acquisition of Nest Wealth
The deal will see the fintech take ownership of Nest Wealth’s digital wealth solutions and client portfolio.
FinTech Futures: Top five news stories of the week – 12 January 2024
Our pick of the top fintech news stories this week includes Zilo, Ant Group, FirstOntario and more.
InvestCloud names Motive Partners’ Jeff Yabuki as new CEO and chairman
Yabuki also currently serves as chairman and founding partner of Motive Partners.
WealthCo Asset Management taps Duco to automate manual data tasks
WealthCo says the Duco platform has helped it build “volume-agnostic” automated processes.
Bill Crager to step down as CEO of Envestnet
Crager is due to transition into the role of senior advisor upon his departure from the company’s leadership.
UK fintech start-up Zilo lands £25m in Series A funding
The funding was led by FISV and Portage, with participation from State Street and Citi.
Kinecta Federal Credit Union taps FusionIQ for digital wealth platform
The credit union has adopted the FusionIQ One platform to power its ascent into digital investing services.
Beem Credit Union appoints Sue Britton as chief innovation officer
Beem Credit Union will launch on 1 January in Canada with the merger of Gulf & Fraser and Interior Savings.
The What the FinTech? podcast | Season four’s jailed buzzwords
We run down all the buzzwords our podcast guests wanted gone from the industry this year.
TSX operator TMX Group snaps up remaining 78% stake in VettaFi for $848m
The group initially paid $175 million for approximately 22% of VettaFi back in January.
Apex Fintech Solutions files draft statement for IPO with US SEC
Apex says the number of shares to be offered and the price range have not yet been determined.
Banking Technology Magazine Dec 2023 / Jan 2024 issue out now
Cover story: THE BEST OF BANKING TECH – Winners and pictures from an amazing night.
Report: Trends in technology for the wealth management community
Delving into the wealth management industry issues, competing priorities, budget, expertise and culture – now and in the future.
VersiFi hires two senior execs from Hazeltree to boost tech and infrastructure development
Sol Zlotchenko and Daniel Zayfman join VersiFi as CPTO and CISO, respectively.
US fintech Pontera secures $60m in fresh funding round led by new investor Iconiq Growth
This latest investment brings Pontera’s total funding to date to $160 million.
Canadian fintech Koho bags $63m funding at unchanged valuation
Founded in 2014, the Toronto-based fintech offers a full-service spending and savings account.
German wealthtech Trade Republic lands full EU banking licence from the ECB
The new licence means the firm can now offer essential banking services such as deposits and lending.
The future of financial wellness: banks need to do more to support Gen Z in 2024
Gen Z is facing the bleakest financial outlook of any generation for the last century.
Video: ipushpull on the use of AI in capital markets
Matthew Cheung, CEO of ipushpull, discusses how AI is being put to work within capital markets.
UK fintech Plum signs strategic partnership with Greece’s Eurobank, lands €10m investment
Plum intends to grow its presence in Greece as well as the surrounding region.
US stock trading app Webull enters Mexico with Flink acquisition
The deal also includes Mexican brokerage house Vifaru Casa de Bolsa, which Flink agreed to purchase in 2022.
Wealthtech start-up Alpheya receives investment from BNY Mellon and Lunate
Based in the ADGM, UAE, Alpheya will build a wealthtech platform for the MENA region, with plans to launch in 2024.
ICYMI fintech funding round-up: Kiwi, ID Finance, Crezco and more
A handy round-up of the recent funding endeavours of fintech companies across the globe.
BBVA Switzerland selects Metaco’s Harmonize to power digital asset operations
Metaco will work with the bank’s existing partner Avaloq to deploy its digital assets offering.
Jordan’s Capital Investments taps Codebase Technologies for digital onboarding
Capital Bank of Jordan previously tapped Codebase to launch its digital banking app and neobank Blink.
Bambu taps WealthKernel to launch “world’s first” SaaS robo-advisor
Bambu says its solution has been designed for financial institutions that cater to mass retail investors.
Unlocking Alpha: how AI is helping investors fine-tune their strategies
FinTech Futures speaks with the founders of 3AI to discuss how AI technology can transform investing strategies.
ICYMI fintech funding round-up: EduFi, Performativ, Due and more
A handy round-up of the recent funding endeavours of fintech companies across the globe.
Q&A: Nauman Anees, co-founder and CEO of ThinkMarkets, on proprietary technology, expansion and growth vision
The mindset of today’s investors and the importance of maintaining a competitive edge.
Private investment management platform Arch raises $20m Series A
The latest cash injection brings Arch’s total funding to date to over $25 million.
Tandem Bank co-founders team up to launch low-fee wealth management app Prosper
Currently operating as an invite-only service, Prosper is slated for public launch in Q1 2024.
Wealthtech platform Allfunds appoints former Citi exec Antonio Varela as new COO
Varela previously spent more than 16 years at Credit Suisse in a number of senior tech-focused positions.
