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Is Farther Transforming Wealth Management with $72M Series C Funding?
October 11, 2024
Is Farther Transforming Wealth Management with $72M Series C Funding?

Farther, a technology-centric financial advisory firm, has successfully closed an impressive $72 million Series C funding round, which it plans to use for expanding its advisor network and enhancing its cutting-edge wealth management platform. The funding, co-led by CapitalG—Alphabet’s independent

Integrating Loss Aversion in Financial Advisories Enhances Investment Outcomes
October 10, 2024
Integrating Loss Aversion in Financial Advisories Enhances Investment Outcomes

Investing can be a tumultuous journey, riddled with the highs and lows of market fluctuations. Traditional financial advisories often ease this ride by balancing risk and return, but they rarely dive into the psychological facets of investing. A groundbreaking study

AI Revolutionizes Wealth and Asset Management with Data Insights
October 10, 2024
AI Revolutionizes Wealth and Asset Management with Data Insights

Artificial Intelligence (AI) is transforming the wealth and asset management sector, bringing in a new era of efficiency, personalization, and innovation. Companies like WealthArc are leading the charge, leveraging AI to harness vast amounts of data and deliver unparalleled benefits.

How Does BlackRock’s eFront Provider Revolutionize Private Markets?
October 10, 2024
How Does BlackRock’s eFront Provider Revolutionize Private Markets?

In a bold move to address inefficiencies and elevate collaboration within private markets, BlackRock has unveiled the eFront Provider, a cutting-edge solution designed for asset servicers. The primary goal of this innovative platform is to provide asset managers and servicers

Moneybox Expands Partnership with GoCardless, Adds Same Day Settlement
October 9, 2024
Moneybox Expands Partnership with GoCardless, Adds Same Day Settlement

Moneybox, the popular savings and investing platform, has announced an extended partnership with GoCardless, a leader in bank payment solutions. Since its inception in 2016, Moneybox has relied on GoCardless as its preferred method for processing payments. Over the years,

WTW Expands UK Wealth Market Reach with Stake in Atomos Wealth Manager
October 7, 2024
WTW Expands UK Wealth Market Reach with Stake in Atomos Wealth Manager

WTW, a global advisory, broking, and solutions firm, has recently made waves in the UK’s wealth management sector by acquiring a strategic stake in Atomos, an advice-led wealth manager. This alliance began in late 2022 and has now evolved into

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Is Farther Transforming Wealth Management with $72M Series C Funding?
October 11, 2024
Is Farther Transforming Wealth Management with $72M Series C Funding?

Farther, a technology-centric financial advisory firm, has successfully closed an impressive $72 million Series C funding round, which it plans to use for expanding its advisor network and enhancing its cutting-edge wealth management platform. The funding, co-led by CapitalG—Alphabet’s independent

Integrating Loss Aversion in Financial Advisories Enhances Investment Outcomes
October 10, 2024
Integrating Loss Aversion in Financial Advisories Enhances Investment Outcomes

Investing can be a tumultuous journey, riddled with the highs and lows of market fluctuations. Traditional financial advisories often ease this ride by balancing risk and return, but they rarely dive into the psychological facets of investing. A groundbreaking study

AI Revolutionizes Wealth and Asset Management with Data Insights
October 10, 2024
AI Revolutionizes Wealth and Asset Management with Data Insights

Artificial Intelligence (AI) is transforming the wealth and asset management sector, bringing in a new era of efficiency, personalization, and innovation. Companies like WealthArc are leading the charge, leveraging AI to harness vast amounts of data and deliver unparalleled benefits.

How Does BlackRock’s eFront Provider Revolutionize Private Markets?
October 10, 2024
How Does BlackRock’s eFront Provider Revolutionize Private Markets?

In a bold move to address inefficiencies and elevate collaboration within private markets, BlackRock has unveiled the eFront Provider, a cutting-edge solution designed for asset servicers. The primary goal of this innovative platform is to provide asset managers and servicers

Moneybox Expands Partnership with GoCardless, Adds Same Day Settlement
October 9, 2024
Moneybox Expands Partnership with GoCardless, Adds Same Day Settlement

Moneybox, the popular savings and investing platform, has announced an extended partnership with GoCardless, a leader in bank payment solutions. Since its inception in 2016, Moneybox has relied on GoCardless as its preferred method for processing payments. Over the years,

WTW Expands UK Wealth Market Reach with Stake in Atomos Wealth Manager
October 7, 2024
WTW Expands UK Wealth Market Reach with Stake in Atomos Wealth Manager

WTW, a global advisory, broking, and solutions firm, has recently made waves in the UK’s wealth management sector by acquiring a strategic stake in Atomos, an advice-led wealth manager. This alliance began in late 2022 and has now evolved into

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