Robo Advisor Betterment Valuation Rises to 1.3 Billion On New Funding
Betterment, which has about 700,000 clients and oversees $32 billion, plans to use the funding to expand business-to-business units
TOP STORIES
🇺🇸 Betterment Valuation Rises to 1.3 Billion On New Funding - Bloomberg, 29 September, New York
🇺🇸 Mobile adviser dashboard? There’s a Merrill App for That - Investment News, 29 September, New York
🇬🇧 eToro Rolls Out New DeFi Portfolio - AltFi, 24 September, London
🇺🇸 Robo Advisers Target the New Universe of Retail Traders - Bloomberg, 24 September, New York
NORTH AMERICA NEWS
🇺🇸 Flourish Unveils Crypto Platform, Helping RIAs Manage New Asset Class - RIA Intel, 30 September, New York
🇺🇸 Direct Exposure to Crypto Might be Better Than ETFs - Financial Times, 28 September, New York
🇺🇸 Schwab Pilots Direct Indexing and Plans Advisor Launch - Wealth Management, 28 September, San Francisco
🇺🇸 Fidelity Brings Fractional Share Trading to Advisors - Wealth Management, 28 September, Boston
🇺🇸 AI Adoption in the ETF Industry Begins to Grow - Financial Times, 25 September, New York
🇺🇸 Crypto Takes the Stage at Morningstar Conference - Wealth Management, 24 September, Chicago
🇺🇸 MyVest Improves Automation and Tax Management Features - Wealth Professional, 23 September, San Francisco
EMEA NEWS
🇨ðŸ‡Â Sionic Launches "Digital Transformation" Proposition - Wealthbriefing, 29 September, Geneva
🇬🇧 Topia Taps WealthKernel for Investing APIs - AltFi, 28 September, London
🇬🇧 Nucoro's Wealthtech App Goes Live on Finastra’s FusionFabric.cloud - Finextra, 28 September, London
🇦🇪 How Technology is Helping to Bring Investing to the Masses - Gulfnews, 27 September, Dubai
🇬🇧 Revolut CEO Would Like to Buy Klarna, He'll Battle it Instead - Bloomberg, 24 September, London
ASIA PACIFIC NEWS
🇲🇨 Aspire Raises 158m to Build a Full Stack Financial Operating System - Techcrunch, 1 October, Singapore
🇲🇨 UOB Enhances Banking for TMRW with $500m Investment - The Edge Singapore, 28 September, Singapore
🇲🇨 Credit Suisse’s Urs Lichtenberger on Digital, Hybrid and Scalability - Hubbis, 27 September, Singapore
🇲🇨 StashAway Launches Three Tech-Focused Thematic Portfolios - Businesstimes, 27 September, Singapore
🇦🇺 Is This a Tipping Point for Digital Financial Advice? - AFR, 25 September, Sydney
BLOGS, WEBINARS, PODCASTS
🇺🇸 How Financial Advisors Can Harness Technology - US News, 29 September, New York
🇬🇧 Emanuele Blanco, how Moneyfarm Attracts Tech Talents - Medium, 28 September, London
🇺🇸 How a Pandemic May Fundamentally Shift the Way People Manage Finances - Schwab, 28 September, San Francisco
🇳🇱 Money20/20 Europe Roundup – Blockchain Banking Goes Mainstream - Pulse Adviser, 28 September, Amsterdam
🇺🇸 Trendy Products And Services Are No Substitute For Holistic Advice - Forbes, 28 September, New York
🇦🇪 5 ways Robo-Advisers will Change Wealth Management - Gulf News, 27 September, Dubai
🇨ðŸ‡Â Embedded Finance: Is Embedded Wealth Next? - Finews, 27 September, Zurich
🇨🇦 The Future is Now for Wealth Firms - Investment Executive, 24 September, Toronto
🇺🇸 Best Robo-Advisors Of 2021 - Forbes, 23 September, Austin
VIRTUAL EVENTS, CONFERENCES
🇺🇸 INVEST Connect - Arizent, 15 November, New York
🇳🇱 SIBOS - Swift, 11 October, Amsterdam
REPORTS, SURVEYS, AWARDS
🇺🇸 European Fintech Deal Activity - FT Partners , 30 September, San Francisco
🇬🇧 Wealth Managers Set to Invest in Crypto Assets for the First Time - Institutional Asset Manager, 28 September, London
🇺🇸 Big Wealth Brands Battle for Robo Investor Attention - FAIQ , 27 September, New York
🇺🇸 How to Advance the Advisory Client Experience - Spears WM , 27 September, London
🇬🇧 Millennials And Money: How Next Gen Glance At Wealth - Business World , 24 September, London
🇨🇦 Pascal WealthTech Gets more Backing for Growth Push - Wealth Professional , 23 September, Toronto
🇧🇪 How Robo Advisors Fit in the Existing EU Regulatory Framework  - European Parliament, 30 September, Brussels
PARTNERSHIPS, DEALS, MOVERS
🇺🇸 Franklin Templeton to Acquire Leading Custom Indexing Provider - Yahoo, 30 September, San Mateo
🇺🇸 EquityBee Snaps up $55M for a Marketplace That Connects Employees - Techcrunch, 29 September, Palo Alto
🇧🇪 KBC Taps Personetics to Drive Customer Insights - Finextra, 29 September, Brussels
🇬🇧 Rize Raises $11.4M to Scale its Embedded Fintech Service - Techcrunch, 28 September, London
🇺🇸 Wells Fargo to Deliver eMoney Planning Software to 13k Financial Advisors - Financial Planning, 28 September, San Francisco
🇨🇷 Investment App MAKMUR Raises Seven-Digit Seed Funding - Yahoo, 27 September, Jakarta
🇺🇸 Acorns Hires Former Amazon Exec as President, says Crypto Investing is Coming - CNBC, 15 September, Irvine
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