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Wealth Firms Must Adapt for Millennial and Gen Z Investors
February 9, 2026
Wealth Firms Must Adapt for Millennial and Gen Z Investors

With trillions in assets set to change hands, the wealth management industry stands at a critical juncture. The long-held assumption that younger investors can wait is crumbling under the weight of new expectations for transparency, digital fluency, and values-driven advice.

What Drove the 2025 WealthTech Investment Slump?
February 9, 2026
What Drove the 2025 WealthTech Investment Slump?

The once-unrelenting surge of capital into the U.S. WealthTech sector came to a jarring halt in 2025, revealing a landscape dramatically reshaped by economic headwinds and a newfound investor prudence that sent shockwaves through the industry. What was previously a

Is the 2025 WealthTech Slump a Crash or a Correction?
February 9, 2026
Is the 2025 WealthTech Slump a Crash or a Correction?

The Great Recalibration Navigating the Turmoil in WealthTech The WealthTech sector, once a beacon of explosive growth and investor optimism, faced a harsh reality check in 2025. A dramatic plunge in funding and deal-making has left founders, investors, and analysts

Can Robinhood’s New ISA Disrupt UK Investing?
February 5, 2026
Can Robinhood’s New ISA Disrupt UK Investing?

The familiar landscape of UK long-term savings is facing a significant challenge from across the Atlantic, prompting a fundamental reevaluation of what investors should expect from their Individual Savings Account provider. This guide serves to deconstruct the new Stocks and

Wealth.com Launches a Unified Tax and Estate Platform
February 4, 2026
Wealth.com Launches a Unified Tax and Estate Platform

A New Era of Integrated Wealth Planning Begins The long-standing disconnect between tax strategy and estate planning has created a complex and fragmented landscape for financial advisors and their clients, often forcing them to navigate a maze of disparate software.

Apax Launches Teciem From Finastra Treasury Division
February 3, 2026
Apax Launches Teciem From Finastra Treasury Division

In a significant move that reshapes the financial technology landscape, private equity firm Apax Funds has officially completed its acquisition of Finastra’s Treasury and Capital Markets (TCM) division, immediately relaunching the business as a standalone entity named Teciem. This strategic

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Wealth Firms Must Adapt for Millennial and Gen Z Investors
February 9, 2026
Wealth Firms Must Adapt for Millennial and Gen Z Investors

With trillions in assets set to change hands, the wealth management industry stands at a critical juncture. The long-held assumption that younger investors can wait is crumbling under the weight of new expectations for transparency, digital fluency, and values-driven advice.

What Drove the 2025 WealthTech Investment Slump?
February 9, 2026
What Drove the 2025 WealthTech Investment Slump?

The once-unrelenting surge of capital into the U.S. WealthTech sector came to a jarring halt in 2025, revealing a landscape dramatically reshaped by economic headwinds and a newfound investor prudence that sent shockwaves through the industry. What was previously a

Is the 2025 WealthTech Slump a Crash or a Correction?
February 9, 2026
Is the 2025 WealthTech Slump a Crash or a Correction?

The Great Recalibration Navigating the Turmoil in WealthTech The WealthTech sector, once a beacon of explosive growth and investor optimism, faced a harsh reality check in 2025. A dramatic plunge in funding and deal-making has left founders, investors, and analysts

Can Robinhood’s New ISA Disrupt UK Investing?
February 5, 2026
Can Robinhood’s New ISA Disrupt UK Investing?

The familiar landscape of UK long-term savings is facing a significant challenge from across the Atlantic, prompting a fundamental reevaluation of what investors should expect from their Individual Savings Account provider. This guide serves to deconstruct the new Stocks and

Wealth.com Launches a Unified Tax and Estate Platform
February 4, 2026
Wealth.com Launches a Unified Tax and Estate Platform

A New Era of Integrated Wealth Planning Begins The long-standing disconnect between tax strategy and estate planning has created a complex and fragmented landscape for financial advisors and their clients, often forcing them to navigate a maze of disparate software.

Apax Launches Teciem From Finastra Treasury Division
February 3, 2026
Apax Launches Teciem From Finastra Treasury Division

In a significant move that reshapes the financial technology landscape, private equity firm Apax Funds has officially completed its acquisition of Finastra’s Treasury and Capital Markets (TCM) division, immediately relaunching the business as a standalone entity named Teciem. This strategic

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