Mical Jeanlys-White built WealthMore out of frustration. She spent years on Wall Street, building products at American Express and serving as a managing director at JPMorgan Chase. She realized the ...

BOSTON, June 16, 2025 /PRNewswire/ -- Aidentified, Inc., the leading Wealth Networking Intelligence™ platform, today announced significant enhancements to its product offerings and subscription ...

BetaNXT, a provider of wealth management technology solutions, has announced an expanded investment in AI-driven wealth management innovation to accelerate product development and modernisation. The ...

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. Last year, the total value of digital wallet transactions ...

Ritholtz Wealth Management and WisdomTree today announced the launch of the RWM WisdomTree Crypto Index designed to provide retail investors, via a financial advisor, access and diversified exposure ...

China Construction Bank Corp (CCB) <601939.SS><0939.HK> said on Thursday that it is investigating allegations by investors that a clerk at the country's second-biggest lender misled them into buying a ...

Cash-strapped developer China Evergrande Group has begun repaying investors in its wealth management products with real estate, a unit of its main Hengda Real Estate Group Co Ltd unit said. Recasts, ...

“I have never seen a bad backtest” is an often stated criticism of backtesting that has a high degree of truth to it - many strategies launch with strong backtests yet do not pan out as intended. In ...

China's banking and insurance regulator said on Friday it will launch wealth management product pilots in four cities aimed at retail investors looking to boost their retirement savings. BEIJING, Sept ...