Finance News – Wealth Management
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JPMorgan to offer crypto ETF financing, considers letting clients use crypto as loan collateral: rep...
JPMorgan’s decision to include cryptocurrency in clients’ asset calculations may enhance borrowing capacity and expand financing options within its wealth-management services.
Read Full Article →Sidekick and PlannerPal win Pimfa WealthTech AI tech sprint
The victory of Sidekick and PlannerPal highlights their innovative use of artificial intelligence to improve efficiency throughout wealth management operations, potentially driving...
Read Full Article →Amplify adds Schwab's Mark Fischer COO
The appointment of Mark Fischer as chief operations officer is expected to enhance Amplify's operational capabilities, supporting the company's sustained expansion and increasing c...
Read Full Article →FNZ welcomes Cornelia Coman as group head of Europe and Tom Chard as head of growth
The addition of Cornelia Coman and Tom Chard to FNZ’s executive team reflects the company’s strategic focus on expanding its presence and driving future financial performance acros...
Read Full Article →Rathbones: Fee income dips amid market turmoil
Rathbones Group experienced a decline in wealth management revenue and a reduction in assets under management during the first quarter of 2025, influenced by market instability lin...
Read Full Article →How to shield your pension from Labour’s inheritance tax raid
A recent study highlights that only a small fraction of estates utilize surplus income gifting strategies to minimize inheritance tax impacts on retirement savings, indicating pote...
Read Full Article →How this money manager is riding out volatility with quality stocks
Jennifer Tozser from National Bank Financial Wealth Management is increasing investments in quality stocks like Oracle and RBC to navigate current market volatility and enhance fin...
Read Full Article →Standard Chartered beats first-quarter profit expectations on strong growth in wealth management
Standard Chartered reported higher-than-anticipated first-quarter profits, primarily driven by a significant 28% year-on-year growth in operating income from its Wealth Solutions d...
Read Full Article →Robinhood moves into wealth management and private banking
Robinhood’s expansion into wealth management and private banking marks a strategic effort to diversify its revenue streams and attract a broader range of clients beyond stock tradi...
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