Wealthfeed is a platform that uses AI to try and identify which of an advisor's clients and prospects are experiencing a "Money in...

MSCI announced that it has acquired Foxberry, an index creation and analysis platform with a modern user interface. Many WealthTech...

This is the first article we have seen where some VCs were complaining about the entry of Corporate Venture Capital into the early stage...

Today saw another example of a strategic investment in the wealthtech space.

OneAdvisory, a firm that provides unified data management for wealth management firms, announced that they closed an $8mm Seed round lead...

Vestwell raised $125mm in a Series D to continue it's mission to close the savings gap for Americans. Although the release did not give a...

Last week, ABN AMRO announced that it was acquiring European-based neobrokerage BUX for an undisclosed amount. Earlier this year, BUX had...

TMX Group (Toronto Stock Exchange) announced that they were acquiring VettaFi (ETF Trends, ETF Database, Advisor Perspectives, and...

BNY Mellon and Lunate, a $50b Abu Dhabi based private equity/alts firm, are teaming up to build-out an entire end-to-end advisor platform...

In light of the new proposed Department of Labor rules regarding the fiduciary duty of advisors with respect to certain retirement...