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 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 ...

Wealthbox is excited to announce a new integration with Envestnet, infusing powerful investment management capabilities directly into advisors' Wealthbox CRM platform. With this integration ...

Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, announced today a major advancement to its alternative investment capabilities— professionally ...