Goldman Sachs sells personal financial management business to Creative Planning
The move is part of the bank’s continued shift to focus on serving ultra-high-net-worth individuals.
WealthTech
Video: AI – friend or foe to financial services?
Fintech experts share their views on the impact of AI on financial services.
Yahoo Finance builds out investor insights with Commonstock acquisition
Launched in 2020, Commonstock is backed by investors including Coatue, QED and Floodgate.
Trading Technologies enhances buy-side appeal with Abel Noser Solutions acquisition
The deal is expected to close on 31 August.
SEC hands fintech investment advisor Titan $850,000 penalty for misleading clients
The SEC says the fine should serve as “a warning for all advisers to ensure compliance”.
eBook: Getting started with cloud native for financial services
A primer for enterprises looking to modernise and compete effectively in a new world of born-in-the-cloud companies.
On-demand webinar: Wealthtech disruption – top 5 trends to watch out for in 2023
Learn why high-quality, use case-specific data is crucial to power wealthtech solutions and apps.
eBook: Top trends in wealthtech and how aggregated financial data fuels your innovation
Download our ebook to uncover the four trends in wealthtech driving innovation.
White paper: Make aggregated data your most valuable asset
Discover the four factors of superior aggregation for enterprise level investment use cases.
LSEG announces Irfan Hussain as its new chief information officer
Irfan Hussain joins LSEG from Goldman Sachs, where he has worked since 1995.
Naga integrates Rezolve AI into its social trading platform
The integration is also set to extend to Naga’s e-payments solution, Naga Pay.
MarketAxess acquires Pragma to leverage quantitative trading technology
MarketAxess aims to accelerate the development of quantitative execution algorithms for fixed-income products.
Challenging funding environment pushes LedgerEdge into administration
David Robert Baxendale and Edward John Macnamara have been appointed as joint administrators.
Robinhood reignites plans for UK expansion with chief exec hire
According to an FCA filing, Jordan Sinclair has been appointed as UK chief executive for Robinhood.
BlackRock and Jio Financial Services to launch joint asset management venture in India
The announcement follows JFS’s recent demerger from Reliance Industries.
FusionIQ integrates with wealth management platform Blueleaf
The integration seeks to provide wealth managers with the tools needed to boost their digital transformation.
FinTech Futures celebrates 40th anniversary with unforgettable summer party in London
Watch the highlights video from FinTech Futures’ 40th anniversary summer networking party.
Banking Technology Magazine July / August 2023 issue out now
Cover story: THE BEST OF BANKING TECH USA – Winners and pictures from an amazing night.
Platform One appoints former SEI operational director Terry Leavy as new COO
Leavy joins the company following a decade-long stint at US financial services firm SEI.
Rimes supports digital transformation of Jana with Matrix solution
Jana has gone live with the solution in an effort to streamline and automate its operational processes.
Mascoma Bank implements OnView deposit suite with VSoft partnership
Mascoma Bank will utilise VSoft’s Teller Deposit, Branch Deposit and ATM Deposit solutions.
Digital asset firm Laser Digital snaps up Elysium Technology Group
Laser says the deal will help bring cross-asset post-trade capabilities to institutional digital asset investors.
Digital banking tech provider Backbase acquires wealthtech Nucoro
Nucoro’s offering will be incorporated into the Backbase Engagement Banking platform.
Wealthtech OneVest secures CA$17m in Series A funding
It will use the funding to accelerate growth, expand into the US market, and to expand its team.
Banking Technology Magazine June 2023 issue out now
Cover story: BRAINIAC – Generative AI and banking
Congratulations to the Banking Tech Awards USA 2023 winners!
Take a look at the 2023 Banking Tech Awards USA well-deserved winners.
New CEO of Pipe builds “fintech dream team”
Pipe makes new hires across technology, innovation, product, risk, and operations.
American Bank & Trust taps Marstone for digital wealth management offering
With the partnership, the bank aims to retain existing client deposits and attract new retail bank customers.
Join the elite panel of judges for Banking Tech Awards 2023
Apply to become a judge for the Banking Tech Awards 2023!
Banking Technology Magazine May 2023 issue out now
Cover story: EVERYTHING, EVERYWHERE… but is all at once the answer?
Platform One snaps up £1bn worth of assets from SIPP operator Gaudi
The acquisition takes Platform One’s total assets under administration to £2.7bn.
FinTech Futures is the new home for the Dave & Dharm Demystify podcast
Demystifying the latest trends, technologies and innovations that shape the future of finance.
Investment platform Altruist raises $112m in Series D funding
The new funding follows a previously undisclosed $110 million Series C round in November 2021.
eBook: 5 ways intelligent automation can transform your financial services business
Learn how robotic process automation (RPA) and intelligent automation (IA) can transform your organisation.
US saving and investing app Acorns acquires UK’s GoHenry
Together, both firms will now serve over 6 million customers globally.
Banking Technology Magazine April 2023 issue out now
Cover story: TRANSFORMATION INTERVENTION – It’s never too late to recalibrate.
Survey: Technology trends in wealth management
Share your views in our brief survey and win a £100 / $100 / €100 Amazon gift card!
Banking Technology Magazine March 2023 issue out now
Cover story: FACE OFF – Confrontation can be a good thing.
Northern Ireland renaissance: how US companies sparked Northern Ireland’s global fintech hub
Northern Ireland is the world’s top region for both new software development and fintech inward investment projects.
Video: Highlights from the exclusive global launch of Leda Glyptis’ book, Bankers Like Us
Take a look at the highlights from Leda Glyptis’ global book launch.
