Analysis: openfunds − raise the standard
It’s surprising how haphazardly much of the data in investment funds is distributed.
Investment, Asset & Fund Management
Pagaya shows off its AI-powered $100m ABS
Asset-backed securities looking toned and honed.
Broadridge partially acquires PivotData and Sol Hedge regtech
Fintech provider is expanding its regulatory capabilities.
Fintech app Acorns receives $105m funding
Alongside a partnership to create educational content.
Data firm Essentia Analytics brings in £2.5m funding
Provided by Calculus Capital.
USAA customers to get $12m back for payment errors
Consumer Financial Protection Bureau also fines bank $3.5 million.
Top ten wealthtech stories in 2018
Witness the wonders of the wealthtech world for free!
Aiera bags $3.5m for AI-driven equity research
Welcome to the era of the artificially intelligent equity research analyst.
Digital security firm Trustology gets $8m funding
ConsenSys’ cybersecurity baby is doing well.
Calastone to launch blockchain-powered funds marketplace
Coming in May 2019 via its new distributed market infrastructure.
Focus Solutions releases financial advice software for FIs
“More than gamified fact-finding.”
Laureate turns to AlphaPoint for blockchain-based asset management tech
Laureate’s asset digitisation, investor portal, and secondary trading will rely on AlphaPoint’s technology.
Citizens Bank pioneers SigFig’s new wealthtech for financial advisors, CoPilot
SigFig unveils CoPilot, a digital wealth management platform for financial advisors.
Sustainable ETF assets soon to be commonplace among investors
Exchange-traded funds (ETFs) are estimated to be worth $400 billion in the next decade.
Mining ESG data: the rise of technology
The root of an informed valuation is the disclosure of relevant information.
UBS Wealth Management USA in wealthtech revamp with Broadridge
UBS Wealth Management USA to be “the anchor client” on Broadridge’s new wealthtech platform.
Goldman Sachs and Ayco in huge financial coaching deal with Google
Ayco will provide financial coaching to Google’s US-based employees.
FundGuard raises $4m funding to “revolutionise” investment funds tech
FundGuard, a cloud-based investment funds operating system powered by AI, has launched and raised $4m.
AXA to focus on fintech investment with fund restructure
AXA Investment Managers turns its £55m Framlington Financial fund into a fintech one.
Fidelity launches Fidelity Digital Assets for crypto tech
Bringing blockchain and crypto to institutional investors.
Crypto venture fund Dragonfly flutters into fintech with $100m
Aims to bridge the gap between East and West in crypto economy.
Goldman Sachs to spin off Simon finance app
In advanced talks with several firms to sell its three-year-old app.
The vital role of actionable content
Retail investors are more informed and independent than ever before.
JP Morgan breaks broker hearts with free trading app
You Invest undercuts most digital trading competition.
UMB Fund Services revamps ETF systems with Temenos
Yeah, we get it, you can customise it.
SS&C to acquire wealthtech Eze Software for $1.45bn
Boston-based Eze is a provider of investment management solutions.
Dynasty Financial shows maximum interest in MaxMyInterest
Opportunities for savers to make the most of their cash are worth pursuing.
The rise of wealthtech
Artificial intelligence (AI) and machine learning (ML) are revolutionising wealthtech.
State Street to buy Charles River Systems for $2.6bn
Will acquire US investment management front office solutions provider.
TD Ameritrade unveils $100k RIA innovation quest
Wants smart ideas for registered investment advisors.
Circle raises $110m and creates dollar-pegged cryptocurrency coin
Each token backed by reserves of US dollars.
WealthSpark replaces Personal Capital 401(k)
WealthSpark is a joint effort between Personal Capital and AllianceBernstein (AB).
Crypto-investing 101: advice for beginners
Ten tips to help you avoid common pitfalls when investing in cryptocurrencies.
Tradesocio’s Alpha Suite gears up to go mobile
Ready to discover Alpha Suite on your mobile device?
Unison sees 1,000% year-on-year growth in originations
Also launched in ten additional states across the US.
HooYu brings KYC tech to gold-as-currency enabler Glint
The appeal of gold as an investment remains strong.
Yukka Lab launches market sentiment analysis solution, News & Trend Lab
An organised and efficient way to view and manage financial news in real-time.
280 Advisor Services from 280 CapMarkets
280 Advisor Services will help independent advisors to compete with larger, more established firms.
Spotlight: how Alpha Suite is helping fund managers to succeed
TradeSocio’s Alpha Suite has become highly significant for fund managers, brokers and investors.
BCB Group launches institutional cryptocurrency prime brokerage solution
New solution aimed at investment managers and hedge funds.
