NEW YORK--(BUSINESS WIRE)--J.P. Morgan Wealth Management’s Wealth Plan was named the #1 New Tool in StockBrokers.com’s 2024 Annual Awards, which recognize the best online brokerage and trading ...

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Wealth Management officially removes dot com from its name and adds parent company Informa branding to reflect modern focus ...

NEW YORK--(BUSINESS WIRE)--Marstone, Inc., a leading, independent digital wealth management platform, and Interactive Brokers Group, Inc. (IEX: IBKR) an automated global electronic broker, today ...

Mention the expansion in the number of online wealth management services and traditional financial advisors are quick to dismiss the viability of the growing cadre of firms such as Personal Capital, ...

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Commerce Bancorp, "America's Most Convenient Bank," today announced that its proprietary, web-based private banking platform, Virtual Private Bank, is now available for its customers via their ...

Personal Capital is lowering account minimums for its online financial advice service to $25,000, a dramatic reduction from the $100,000 minimum it has maintained since launching in 2009. Lowering the ...

NEW YORK (Reuters) - Social Finance Inc, the online lender known as SoFi, said on Tuesday it had launched its first digital wealth management platform, as the company continues to branch out beyond ...

A crop of pioneering wealth-tech names has either sold or raised late-stage rounds. We asked investors and analysts to pinpoint the new class of growing wealth startups to watch. They cited companies ...

Singapore-based Syfe, a digital or online wealth management company, has secured SGD 40 million through a Series B round. This latest fundraise has been announced only 9 months after Syfe finalized ...