Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content — as a help to ...

Swiss software firm Avaloq, which serves numerous private banks and wealth managers, surveyed trends in high net worth (HNW) ...

Gate’s new private wealth management gives crypto investors institutional-level custody, full portfolio oversight, and ...

This will help the bank to scale its services and deliver a highly personalized, data-driven wealth management experience ...

Morgan Stanley ( MS) has agreed to acquire EquityZen, a marketplace for non-publicly traded investments, as part of an effort ...

Fintech platform Libretto outperformed competitors in the financial planning category in the latest T3 Survey. CEO Jeff Coyle ...

The investment bank has acquired EquityZen, giving Morgan Stanley clients greater access to private company investments.

Advyzon furthers integration with Schwab Advisor Services; iPipeline launches AI-Powered ‘CHARLi’ foundation; and Cetera ...

Private debt is on the rise as a powerful alternative financing option for entrepreneurs, but it comes with risks that can't ...

Since 2013, EquityZen has committed to expanded access to the private markets by connecting retail investors with private company shares. It has over 800,000 registered users and has processed over 49 ...

Morgan Stanley has struck a deal to buy EquityZen, a trading platform for shares in private companies. Financial terms of the ...

Ascent Wealth Partners' purchase of Blackstone stock is noteworthy for a few reasons. The move represented Ascent initiating ...