Moment Raises $78 Million to Meld AI and Wealth Management
Investment management-focused AI startup Moment has raised $78 million in new funding. The company’s Series C round, announced Tuesday (May 19), comes…
Nigeria Asset Management Sector Faces Major Consolidation
The Founder and Director of Pathway Asset Management, Adekunle Alade, has said that Nigeria’s asset management landscape is…
AI Wins Have Alphabet Poised to Become World’s Biggest Company
Over the past year, Alphabet Inc. has gone from an artificial intelligence afterthought to the one firm in…
CA explains the money management strategy that separates the rich from others. How they use debt to build more wealth
For many middle-class families, debt is usually seen as something risky. Loans are often linked with financial pressure,…
Bangkok Post – Income-starved banks pile into wealth management
Thai banks have joined the race among Southeast Asian financial institutions eager to capitalise on the growing wealth…
Public sector banks rush to build up wealth management assets
KOLKATA: Public sector banks are stepping up their push into wealth management, traditionally dominated by private lenders, by…
US wealth manager targets Canadian ultra-rich with $10 billion Canada expansion
Founding partner and CEO Kurt MacAlpine said the move targets the upper tier of the Canadian wealth market,…
57% of Americans Say Their Portfolios Are Too Complex to Manage Alone
Quick Read Charles Schwab (SCHW) reported $11.77T in total client assets, up 19% year-over-year, with Managed Investing Solutions…
Shark Tank star Barbara Corcoran has never saved a dime, and spent $66M from real estate empire sale
For most Americans, saving money (or at least trying to) is a financial priority: It means a safety…
Should you trust AI to manage your money? The finance industry is betting you will
“Talk to Chuck,” goes the famous ad slogan for Charles Schwab. These days, though, investors are just as…
moomoo boosts New Zealand push with hires, premium tier
Global trading platform moomoo has expanded its presence in New Zealand with two local hires, a new premium…
Perpetual sells wealth division for $550m
Perpetual has confirmed it has entered into a binding agreement with private equity firm Bain Capital to sell…