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ScratchWorks, a leading FinTech accelerator, today announced that Lifeworks and ReAllocate received a combined $5,000,000 of funding in its 3rd annual competition to connect innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial services industry

A core goal of the new interface was to provide users with more flexibility and options for personalization. To support this, advisors will be able to build their own home-screen experience...

INX Limited, the global blockchain-based platform for trading digital assets, announced today it has signed a term-sheet for the acquisition of Openfinance Securities LLC, a registered U.S. broker-dealer operating a registered FINRA/SIPC member, with an alternative trading system (ATS) ...

CircleBlack, the digital wealth management and financial data aggregation platform for financial advisors and their clients, today announced it has added two industry veterans, Ken O'Brien and Claudine Martin to its management team..

Platform Uses Digital Advice Solution from Fidelity InstitutionalSM and eMoney Advisor

In 2017, many of the founders and employees of the venerable Stone Ridge Asset Management were investing heavily in bitcoin, so much so that it necessitated that the firm's auditors needed to explore the acquisitions more closely

AlphaTrAI, a venture-backed, technology driven asset management firm, today announced the launch of its first external fund.

LAS VEGAS, Oct. 13, 2020 /PRNewswire/ -- Prime Trust, the innovative open-banking financial solutions provider, announced today that the institution has...

Advisor Group, the nation’s largest network of independent wealth management firms, today announced the launch of significant enhancements to MyCMO

By Eric Clarke Dear Reader, Last week, I kicked off this new...