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Betterment buys Ellevest automated investing business

Betterment, the largest independent digital investment advisor in the United States, today announced that it has acquired the automated investing business of Ellevest, the investing and wealth management company built by and for women.

/wealth

XTB scores securities license in Chile

XTB, a global company that provides individual investors instant access to financial markets worldwide, has received a securities agent license in Chile. This is a significant milestone for the company as it expands its presence in Latin America.

/wealth

Scalable Capital to open access to private equity

With a new segment on its digital investment platform, Scalable Capital is setting new standards for investors: Soon, suitable investors in Germany will get access to alternative investments such as private equity.

/wealth

Wealthify appoints Jessie Kwok as chief invesment officer

Leading investment and savings service Wealthify today announces the appointment of Jessie Kwok as its Chief Investment Officer (CIO), succeeding Colleen McHugh.

/wealth

Etoro launches DIY ISA

eToro, the trading and investing platform, has expanded its Stocks & Shares ISA offering for UK clients by launching a new DIY ISA powered by Moneyfarm, the European digital wealth manager.

/wealth

Ocorion links with Landytech

Ocorian, a market leader in asset servicing for private markets, corporate, and fiduciary administration, has announced a strategic partnership with Landytech, an international provider of cutting-edge data aggregation and analysis services and creator of Sesame, an investment management platform for asset owners, managers and advisors.

/wealth

Robinhood delivers options trading for UK investors

At Robinhood, we’re committed to providing our customers with the tools they need to navigate the financial markets, no matter where they are.

/wealth

Alpha Capital Family Office rolls out intelliflo redblack

intelliflo today announced that Alpha Capital Family Office has completed a successful implementation of intelliflo redblack to support the RIA’s ongoing growth and momentum.

/wealth

DriveWealth and OneVest form wealth management alliance

OneVest, a leading financial technology company on a mission to Power the World’s Wealth, and DriveWealth, a global B2B financial technology platform providing Brokerage-as-a-Service, are proud to announce a strategic partnership to provide next-generation wealth management solutions.

/wealth

James Dunne joins FNZ as MD, client management and business development

FNZ, the leading end-to-end global wealth management platform, is delighted to announce the appointment of James Dunne as Managing Director, Client Management and Business Development.

/wealth

Third Financial rolls out white-label client portal for financial advisers

Third Financial, part of the Nucleus group, has launched a white-labelled digital proposition that provides a modern, intuitive, automated platform that will transform the way advisers and their admin teams manage their clients.

/wealth

Nest set to acquire 10% ownership stake in IFM Investors to boost UK private market investments

Nest, the largest UK pension scheme by members, has today announced a landmark partnership with global pension capital investor IFM Investors (IFM) that will see Nest become the first overseas owner in IFM’s history.

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