Amber Group, a crypto finance service provider, has recently surpassed USD530 million in assets under management (AUM), a 275 per cent increase from USD142 million AUM reported in 2019.
Defaqto, an independent financial information and technology business, has launched its new Income Drawdown workflow within its financial planning software, Defaqto Engage.
The majority of UK investors are opposed to the UK government’s proposed introduction of a wealth tax, according to new research by Butterfield Mortgages Limited (BML).
Digital token trading platform Bitfinex has added Cardano (ADA) as collateral on Bitfinex Borrow, a peer-to-peer (P2P) digital token loan portal.
Mercer Global Advisors has acquired Pinnacle Wealth Solutions (Pinnacle), a wealth management firm located in Midlothian, Virginia.
Multrees Investor Services has been selected by Wills & Trusts Wealth Management Group in a new strategic partnership providing a fully white labelled bespoke custody and platform solution for clients and advisers.
Tilney Smith & Williamson, a UK wealth management and professional services group, has appointed Bill McNabb as a Non-Executive Director.
Private investment office Signia is making its award-winning investment strategies available to the wider retail market via its newly launched retail arm, Signia Invest.
New analysis from Quilter has found that a person saving for a comfortable retirement could save over GBP140,000 by consolidating multiple pension pots into just one, representing enough for over four years of income for a comfortable retirement.
By Nick Eatock (pictured), CEO of Intelliflo – The start of a new year always feels like a good time to think about the future and where we’re headed. With that in mind, here are my thoughts on the technology themes that will impact financial advice in the next few years.