Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he views as archaic ...

With traditional in-person channels unavailable and the need to support a global remote workforce, financial institutions and wealth management firms have advanced their use of technologies like e ...

Danske Bank's investment customers will benefit from one of the wealth industry’s investment and risk management technologies ...

company executives were asked about prospects in wealth management and competition from other alternative asset managers. “This for us is a journey,” said Jim Zelter, president, Apollo Global ...

Fuel Ventures, a UK VC firm, announced its investment of £2 million in Prosper, a wealth management platform targeting high net worth individuals.