The $139 billion TAMP has hired industry veteran Phil Rogerson, unveils $10 million commitment for strategic expansion in ...

Highlights,Envestnet Asset Management reduced its ownership in International Bancshares during the early part of the year,Financial institutions remained active in adjusting their stakes in the ...

Fintel reports that on July 31, 2025, Maxim Group initiated coverage of Galaxy Digital (NasdaqGS:GLXY) with a Buy ...

POWHATAN – Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, recently announced it will acquire PIEtech Inc., the creator of the MoneyGuide ...

Shares of diner restaurant chain Denny’s (NASDAQ:DENN) jumped 3.1% in the morning session after the company announced it was ...

Company Expands National Footprint with New East Coast Hub in Charlotte Phill Rogerson AssetMark Senior Vice President and ...

The study, the third in the company’s Peaks Research for Wealth Platforms series, highlights three main takeaways. According ...

FNZ and Microsoft have teamed up to accelerate digital transformation across the wealth management industry. The five-year ...

How a fresh $80 million round could speed up the shift to AI-led planning Goldman Sachs and Citigroup have just written big checks to Conquest Planning, a Canadian fintech that builds ...

When Tony Blagrove, founder and CEO of Traveka Wealth in Los Altos, California, started his independent RIA 18 months ago, ...

Following a similar move by Robinhood, the online investing platform said it will also offer 24/5 trading initially with a ...

Fintech as a service market was valued at US$ 352.12 billion in 2024 and is projected to hit the market valuation of US$ 1,548.76 billion by 2033 at a CAGR of 17.89% during the forecast period ...