The global financial planning software market size was US$ 3.5 billion in 2021. The global financial planning software market is expected to grow to US$ 13.1 billion by 2030 by registering a compound ...

Each month we highlight women in wealth management making career moves in our newsletter, Barron’s Advisor: Women’s Edition.

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

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 ...

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

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

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 ...

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

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 ...

Blue Pool Management Ltd. has drastically reduced its stake in Alibaba Group Holding Limited, slashing its holdings by a ...