UBS Starts Digital Wealth Bank in U.S. to Rival Wall Street
UBS is launching a digital wealth manager in the US that will look to capture a slice of the country's retirement savings and stock options market.
TOP STORIES
🇺🇸 UBS Starts Digital Wealth Bank in U.S. to Rival Wall Street - Bloomberg, 26 October, New York
🇧🇷 Nubank Files To Go Public - TechCrunch, October 27, Sāo Paulo
🇺🇸 Addepar Opens Its Wallet to Buy Trading and Rebalancing Wealthtech AdvisorPeak - Financial Planning, October 22, California
NORTH AMERICA NEWS
🇺🇸 This Little-Known Woman Billionaire Built A Fortune Powering Fintech Firms Like SoFi And Webull - Forbes, October 25, New York
🇺🇸 M1 Finance CEO buys First National Bank of Buhl - Fintech Futures, October 25, Virginia
🇺🇸 This Start-Up Wants to Shake Up How Investors Pay for Financial Advice. Can It Succeed? - Barron's, October 21, Florida
🇺🇸 NextGen Launches Resources for Small Advice Firms - City Wire, October 22, California
🇺🇸 Hamilton Lane Backs Fintech Company Tifin - WSJ, October 28, Boulder
🇧🇸 Funding Rounds In Focus — FTX Valuation Rises to $25 Billion - The Tokenist, October 22, The Bahamas
🇺🇸 NAACP Empowerment Programs Becomes Part-Owner in Hello Alice to Build Black Generational Wealth - Essence, October 22, Texas
🇺🇸 Robinhood Tiptoes into Wealth Management with “Recommendations” Engine - Advisorhub, October 27, California
EMEA NEWS
🇬🇧 Chip Launches FSCS Protected Savings Accounts with ClearBank - Altfi, October 27, London
🇬🇧 Wealth8’s Digital Wealth Management Mobile App Set to Resonate with Black & Multi-Ethnic Community - IFA, October 23, London
🇨🇭 6 Key Features of Future-Ready Private Banking Digital Platforms - Unblu, October 21, Basel
🇪🇺 Big-name U.S. Tech Investors are Moving in on Europe in Increasing Numbers - CNBC, October 26, Europe
🇮🇹 BBVA Launches Digital Retail Bank in Italy - Finextra, 22 October, Italy
🇫🇷 Tobam Launches French Bitcoin and Blockchain Fund - Funds Europe, 19 October, France
🇳🇱 Fibr, a New European Digital SME bank, Breaks Cover - Altfi, 22 October, Amsterdam
🇬🇧 Rishi Sunak to Unveil £150m Cash Pot for Angel Investors - Altfi, 25 October, London
🇪🇪 BlockBank Unveils DeFi Application With AI-Powered Robo Advisor - PYMNTS, 26 October, Tallin
ASIA PACIFIC NEWS
🇭🇰 Open Banking Startup Finverse Wants to Build the Asia-Pacific Region’s Plaid - TechCrunch, October 27, Hong Kong
🌏 McKinsey: APAC Continues to Lead Global Payments Revenue Despite 2020 Decline - Fintech News, October 29, APAC
🌏 Payments to Continue to Drive Finance M&A in Asia-Pacific - S&P Global, October 25, APAC
BLOGS, WEBINARS, PODCASTS
🇺🇸 Wealth and Asset Management 4.0 - BrightTALK, November 4, Salt Lake City
🇬🇧 Podcast: OpenMoney's product lead on bridging the advice gap - Citywire, October 22, London
🇺🇸 US WealthTech Talks: Driving Growth in Wealth Management with Technology - The Wealth Mosaic, December 2, US
🌏 Digital Investment Reporting - Webinar - Fincite, November 4, Global
VIRTUAL EVENTS & CONFERENCES
🇨🇭 Private Banking and Wealth Management: Switzerland Conference and Awards - Arena, December 9, Switzerland
🇺🇸 J.P. Morgan Wealth Management Private Client Advisor Careers - Los Angeles - J.P Morgan, November 4, Los Angeles
🇬🇧 FinTECH4Life - FinTECH4Life, November 23/24, London
🇬🇧 Fintech Talents Festival - Innovate Finance, November 15/16, London
REPORTS, SURVEYS, & AWARDS
🇺🇸 AltFi’s Digital Wealth State of the Market Report 2021 - Altfi, 26 October, London
🇮🇳Global Robo-Advisory Market, Global Robo-Advisory Industry, Covid-19 Impact Global Robo-Advisory Market - Ken Research - OpenPR, 21 October, India
🇭🇰 State of the Independent Wealth Management Market and Devising the Best Models for the Future - Hubbis, October 22, Hong Kong
🇺🇸 Robo-advisor Market Size and Forecast 2028 - The Manomet Current, October 25, New Jersey
🇮🇳 Wealthtech Market to Reap Excessive Revenues by 2026 - Infrastructure News, October 25, Maharashtra
PARTNERSHIPS, DEALS, MOVERS
🇺🇸 Envestnet and YieldX Announce Strategic Partnership, Expanding Access to Solutions for Simplifying Investment in Income and Protection Products - Cision, October 25, Chicago
🇨🇦 Broadridge Canada Partners with Equisoft to Enhance Its Wealth Technology Platform with Innovative Front-End Solutions - WSJ, October 26, Montreal
🇮🇳 Groww raises $251 mn, triples valuation to $3 bn in 6 months - Mint, October 25, Bengaluru
🇺🇸 Alviere lands $70M in funding to help brands offer bespoke financial products and services - TechCrunch, October 12, New York
🇺🇸 Trump Takes Advantage of Wall Street Fad to Bankroll New Venture - New York Times, October 21, New York