Varia US and Brookfield Form $694m U.S. Multifamily Joint Venture
The Swiss-listed investor has structured 13 of its 17 U.S. properties into a two-vehicle JV with Brookfield, unlocking up to $200m for...
Category : Wealthtech
PensionBee Flags Three Life Events that Erode Retirement Savings
A PPI report commissioned by the ABI finds divorce, caring duties and the Bank of Mum and Dad are quietly hollowing out pension adequacy....
UK Advised Platforms Record Best Quarterly AUM Growth Since 2020
Assets under management on advised platforms rose 9.24% in Q2 2026, the strongest quarterly gain in six years, driven by market recovery and ISA...
Wealth Management IQ Report Flags AI as Answer to RIA Talent Gap
A Goldman Sachs-sponsored research paper argues technology and AI can help RIAs close a widening advisor capacity gap ahead of a $100 trillion wealth...
LemonEdge CEO on Why Private Markets Outgrew Their Systems
by Rowen Brooks
LemonEdge CEO David T. O'Malley on why private markets fund accounting fell behind, what modernising it involves and where AI helps after its Series A....
WH Ireland Adopts MorganAsh MARS for Consumer Duty Reporting
WH Ireland has selected the MARS platform to systematise vulnerability identification and produce auditable Consumer Duty board reports across its retail client book....
In Profile: Rebecca Kacaba, CEO and Co-Founder of DealMaker
by Rowen Brooks
DealMaker co-founder and CEO Rebecca Kacaba on opening capital raising to retailinvestors, testifying before Congress and where regulation goes next....
Fund+ Launches Integrated Asset Management Infrastructure Platform in ADGM
Fund+ has launched its regulated investment infrastructure platform in Abu Dhabi Global Market, aiming to streamline fund setup, investor onboarding and compliance across multiple jurisdictions....
After the Texas Stock Exchange: Frisco’s Financial Pitch
by Rowen Brooks
Gloria Salinas of the Frisco Economic Development Corporation on the new Dallas exchange, the North Texas talent pool, and the risk to a decade of...
Behind the Idea: Sharesight
by Rowen Brooks
Doug Morris, chief executive of Sharesight, on tracking true portfolio performance, the upkeep behind broker integrations, and educating DIY investors....