Robinhood is rolling out wealth management and private banking services for investors with modest portfolios, as the trading ...

Robinhood (NASDAQ:HOOD) is rolling out three new financial services this year - wealth management, private banking, and an AI ...

Wealth management services cater to affluent individuals for comprehensive financial needs. Minimum assets for such firms typically start around $500,000 with services scaled by net worth.

First American Bank (FAB) has turned to InvestCloud to upgrade its digital wealth management platform. Through this alliance with the wealth technology provider, the bank aims to improve client ...

Dipendra Malhotra, former head of analytics, AI and data at Morgan Stanley's wealth unit, will help drive technology ...

The alignment with Osaic was done via Affiliated Advisors, an Osaic Office of Supervisory Jurisdiction led by Rita Robbins.

TrinityBridge has launched a £35mn investment programme to enhance its technology as it becomes an independent wealth ...