Mar 22, 2023

Morngan Stanley, ChatGPT, financial, advisorsMorgan Stanley Wealth Management (MSWM) is running a series of tests with its financial advisors on the use of OpenAI’s chatbot ChatGPT.

Feb 01, 2023

Moneyfarm, M&G, robo-advisoryOne year on from acquiring a stake in wealthtech provider Moneyfarm, M&G has launched its first robo-advisory platform.

Jun 29, 2022

Robo-adviserFrench asset manager Amundi has acquired 100% of Finventum, the Austria-based fintech which owns robo-advisory platform Savity Vermögensverwaltung.

Jun 22, 2022

Robo-adviserCanadian robo-advisor is to cut 13% of its staff as a result of market volatility.

Feb 16, 2022

FundingWealth management platform FNZ has completed a $1.4 billion equity funding round that gives the company a valuation in excess of $20 billion.

Feb 09, 2022

Cryptocurrencies2One of the last remaining, large-scale independent players in the robo-advisor market has announced a move into the cryptocurrency market.

Feb 02, 2022

Robo-adviceSwiss bank UBS has become the latest mainstream player to buy into the robo-advisor market after announcing the acquisition of US-based Wealthfront in a $1.4 billion cash deal.

Dec 01, 2021

Online investingCompetition in the UK’s online investment market is set to intensify further after online stockbroker AJ Bell announced plans to launch a commission-free investment app targetting retail investors.

Sep 01, 2021

14.10 handshakeThe former IT director of Hargreaves Lansdown and the former UK managing director of eToro have been recruited by micro-investing platform Wombat to serve on its advisory board.

Jun 30, 2021

DataFinancial data company Refinitiv has set its sights on the wealth management market with the launch of a web-based data and analytics platform aimed at active retail investors.  


Most read features

Roundtable: The digital transformation opportunity

The funds industry is looking at adopting new types of technology, from automation to ESG reporting, blockchain and tokenisation. A FundsTech roundtable in March explored how these will revolutionise the sector.

Tokenisation: The incredible potential of tokenisation

Tokenisation offers a new generation of investors access to a wide range of asset classes. But a lack of analysts is one reason why the market may not be ready for the possibilities, finds Nicholas Pratt.

Regulation: Panel calls for simplicity in ESG reporting

The industry accepts the need for more rigour in ESG fund reporting, but the work will be pointless if investors don’t understand the end result. Nicholas Pratt reports.

Cryptocurrencies: Crypto funds face long wait for regulatory approval

While crypto currencies forge onwards, access for investors who prefer to invest through regulated vehicles remains muted. A wait-and-see stance by regulators lies at the centre of this, finds Nicholas Pratt.

Managing the impact of ESG reporting

A rise in ESG reporting requirements is impacting asset managers in every conceivable way. The solution, discovers Nicholas Pratt, is to use all of this newly found data to form a closer relationship with the next generation of investors.

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