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Smartleaf’s Zero-Effort Revolution: How True Automation Frees Advisors from Portfolio Management
Smartleaf President Jerry Michael explains how automation eliminates operational friction in portfolio management—making personalization effortless.
Wharton's Jeremy Siegel Flags Three Near-Term Bumps For 2026 But Maintains Positive Outlook: Report
Jeremy Siegel on Monday reportedly flagged three potential hurdles for U.S. markets in 2026.
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Fintech Douugh Launches US Wealth Management Advice Service
Australian fintech Douugh has continued its US expansion plans launching a Douugh Wealth, an integrated robo-advisory investment service, app.
AssetBook and Wealthbox Team Up to Enhance Advisor Experience
Financial professionals can now seamlessly incorporate data from Wealthbox into the Pulse by AssetBook platform.
Amazon’s Fintech Deal a ‘Wakeup Call’ for Wealth Managers
Amazon has invested in Indian fintech start-up Smallcase, laying the foundations for an incursion into the wealth management space.
Riskalyze Recapitalized by Hg
Riskalyze and Hg announced a definitive agreement for Hg to acquire a majority interest in Riskalyze. Terms of the deal are not disclosed.