LPL Financial snaps up Atria Wealth Solutions for $805m
The acquisition will see LPL Financial take ownership of Atria’s seven broker-dealer subsidiaries.
WealthTech
2024 Document Fraud Report
From first-party fraud to fraudulent templates available online, here are the most critical risks teams who fight fraud should be aware of.
Successful AI driven marketing strategies are inextricably linked to high quality data and efficient delivery thereof
Is your data strategy up to the challenge? Learn how artificial intelligence can help you reinvent marketing ops.
Banking Technology Magazine February 2024 issue out now
Cover story: PLANT LIFE – Talking flora and quantum computing.
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.
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.
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.
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.
Video: Highlights from the Banking Tech Awards 2023
Watch the highlights from an incredible evening celebrating the best and brightest in banking technology and fintech.
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.
Congratulations to the winners of the Banking Tech Awards 2023
Check out the winners and highly commended from the 24th annual Banking Tech Awards ceremony.
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.
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.
The intersection of finance and sustainability
Companies such as HeavyFinance in Lithuania are combining fintech with sustainable agricultural practices.
Report: The state of UX research in financial services
Learn how to create superior financial experiences that foster innovation and customer loyalty.
Trading solutions provider CQG agrees to executive ownership deal
The company’s acquisition by its senior executives is expected to be completed this month.
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.
Valley National Bank taps FusionIQ for digital wealth management solution
The bank will deploy FusionIQ’s cloud-native Digital Advice platform.
SimCorp in merger with Axioma following Deutsche Börse takeover
SimCorp and Axioma are both subsidiaries of the Deutsche Börse Group.
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.
Banking Technology Magazine November 2023 issue out now
Cover story: PHOENIX RISING – How to breathe new life into digital transformation.
Webinar | 7 December 2023: Beyond the hype – exploring the real-world use cases for AI in financial services
Join us for what’s sure to be a fascinating deep dive into the world of AI in financial services.
Proven to standardise Caribbean operations on ERI’s Olympic core banking system
ERI says the move will position Olympic as “the primary core banking platform in a multi-entity set-up” at Proven.
FinTech Futures triumphs as best digital media platform at Fintech B2B Marketing Global Awards
FinTech Futures was named the winner in the Best Innovative Integrated Digital Media Platform category.
Banking Tech Awards 2023 sponsorship opportunities
Unmissable sponsorship opportunities – digital and physical – at the upcoming Banking Tech Awards on 30 November.
Banking Technology Magazine October 2023 issue out now
Cover story: NOTHING VENTURED – Tips for raising capital.
Motive Partners to manage ABN Amro’s ventures fund as part of new partnership
The ABN Amro Ventures (AAV) fund is comprised of 15 early-stage companies and has €150m in AUM.
Become a sponsor for the Banking Tech Awards 2023
Working with us as a sponsor ensures your brand is seen by the best and brightest decision-makers in the industry.
Finalists announced for Banking Tech Awards 2023
Take a look at the 2023 Banking Tech Awards finalists!
Wealth management firm Farther more than doubles valuation following $31m Series B
The New York-based firm intends to invest the funding into its wealth management portal and talent.
Report: Business resilience and continuity in financial services
How to establish a rapid and robust response to risks with access to the right tools.
MoneyMasters goes live with Profile Software’s Axia Suite for digital wealth management
MoneyMasters intends to leverage the partnership to expand its services within the Caribbean region.
ThinkMarkets launches ThinkPortal app for on-the-go account management
ThinkPortal app is a new multi-functional mobile app for traders.
OTPP snaps up Caledonia Investments’ majority stake in wealth management firm 7IM for £255m
Caledonia Investments bought 7IM in September 2015 for around £100 million.
Banking Technology Magazine September 2023 issue out now
Cover story: WINDS OF CHANGE – Squaring the circle on climate change.
