Tagged: advisory

March 5, 2021 @ 10:35 am By Samantha Hurst  |  

Betterment, the largest independent online financial advisor, announced on Thursday it has acquired Wealthsimple’s U.S. book of business. Betterment reported that through the acquisition, Wealthsimple will transfer all of their existing U.S.-based customers to the Betterment platform, and will no longer support accounts based in… Read More

July 12, 2018 @ 7:41 am By Samantha Hurst  |  

Bambu, a Singapore-based robo-advisory solutions provider, announced this week it secured $3 million through its Series A financing round, which was led by Franklin Templeton Investments.  Founded in 2016 by Ned Phillips and Aki Ranin, Bambu describes itself as a leading global provider of robot-advisory technology… Read More

May 22, 2018 @ 8:07 am By JD Alois  |  

The Commodity Futures Trading Commission (CFTC) has issued an Advisory pertaining to “virtual currencies” and “derivative product listings.” The CFTC staff states: “Commodity Futures Trading Commission (“CFTC” or “Commission”) staff believes it is important to encourage innovation and growth in these products, but within an… Read More

January 4, 2017 @ 4:24 pm By Samantha Hurst  |  

MyShowcase, a multi-brand, multichannel, personal beauty advisory service, recently announced it extended its equity crowdfunding campaign on Crowdcube. The company is seeking £750,000 and has so far raised nearly £700,000 from close to 200 investors. As previously reported, the company stated it offers a curated range of innovative and appealing… Read More