Cloud based digital wealth management platform Addepar has raised $40mn from WestCap; the company plans to use the new capital...
Ant Financial owns the world’s largest money market fund and has just struck a joint venture with the Shanghai subsidiary...
Bank of America’s latest product, Life Plan, aims to make the bank the a central guiding force for their customers...
According to a new report by BCG and Lufax there is a significant opportunity for digital wealth management firms; market...
Charles Schwab’s decision to cut trading fees to zero on October 1st is paying off with the wealth manager surpassing...
In documents reviewed by the FT Ant Financial says they now have more than 620 million users and their wealth...
There has been a wide trend in recent years to use automated investment advice as it is seen to be...
Robo advisors have quickly become a must have product for banks as they look to offer their customers comparable products...
BlackRock is leading a $50mn investment round into microinvesting app Acorns to help build out their investment options; BlackRock joins...
E-Trade says they are going on a hiring spree for financial consultants as they look to scoop up all disenfranchised...