Financial advisors are drowning in paperwork, outdated tech and inefficiencies. Enter Savvy Wealth, the digital-first ...

QKS Group, a premier market intelligence and advisory firm, has unveiled its latest comprehensive analysis of the global ...

A shrinking advisor workforce means more than just open job postings. It affects client relationships, firm growth, and the ...

With this fresh capital, RockFi aims to fast-track its expansion and reach its target of managing €1bn in assets by the close ...

Allfunds unveils Nextportfolio 4, the latest version of its portfolio management tool, strengthening Allfunds’ subscription ...

The wealth management sub-sector worldwide is no doubt going through a transformative stage, with operations and activities ...

Two fintech firms have announced new partnerships ... and 235 billion dollars in assets under management. The firm said the Wealth.com integration aligns with its ongoing effort to offer tools ...

OSL Group (863.HK), a publicly listed company fully dedicated to crypto assets, today announced the launch of OSL Wealth, a ...

A critical turning point for both industries, with innovation, AI integration, and operational efficiency identified as key success drivers in a ...

Market Set for Explosive Growth, Projected to Reach $18.59 Billion by 2030 MIDDLETON, Mass., April 7, 2025 /PRNewswire/ -- QKS Group, a premier ...

RockFi, a fintech company specialising in private wealth management, has raised €18m ($19.45m) in a Series A funding round led by Partech. The round also saw participation from existing investor ...