Technology
North America | 8 Feb 23
Advice tech firm eyes UK and US expansion after raising $18m
BNY Mellon and RBC invested in the company during a funding round
FCA tells crypto firms to comply with financial promotions regime
But regulator is struggling to tackle unauthorised businesses targeting Brits
Fintech firm creates IFA client document platform
It will help advisers organise customers’ important financial and legal information
M&G rolls out investment app with Moneyfarm
To target a ‘new generation of savers’
Credit Agricole subsidiary buys 70% stake in global wealthtech firm
Deal is an extension of a partnership started in 2019