Evidence-based investment firm Sparrows Capital, has launched its platform-based model portfolio service for financial advisers and their networks.
The digital world, and ironically how it allows greater personalisation, preoccupies Mark Trousdale, Chief Growth Officer at the international wealth-tech platform InvestCloud.
Envestnet is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet's platforms an enhanced set of tools and services to help build and grow their businesses.
YieldStreet, a digital wealth management platform, has formed a strategic partnership with Citi to access investment opportunities across private credit markets, including Real Estate, Aviation, Shipping, Telecommunications, as well as other structured credit products.
Round, a digital investment consultant providing non-accredited investors with easy access to institutional fund managers, launched an investment platform for individuals seeking to build long-term wealth.
Banking and wealth management group MyState Limited’s wealth management business, TPT Wealth, has launched a new platform providing managed fund investors with national digital services.
Regal Assets launches partnership platform for financial professionals to facilitate alternative asset allocation in client portfolios
Regal Assets, a specialist in helping investors and retirees invest in precious metals, cryptocurrencies, and other alternative assets, is launching RA Wealth Partners, its official partnership platform for financial advisors, retirement planners, wealth managers and other financial professionals who help advise and/or manage client portfolios.
Standard Life is changing the fee structure of its Wrap platform, reducing and simplifying charges for clients and launching a new ‘Drawdown Price Lock’.
eToro has launched a new global investment portfolio focused on foodtech, a sector which is on track to be worth USD700 billion by 2030.
Wellington Management, a USD1.1 trillion global asset manager, has chosen Artivest's open-architecture digital platform to help provide financial advisors and qualified high-net-worth investors access to its alternative strategies.