Digital Wealth: Santander to launch SigFig-powered Roboadvisor
The bank will launch a digital wealth offering for clients with a $2,000 minimum to invest in an ETF portfolio, priced at 50 bps
Dear readers —
Thanks always for your time and attention — your essential news in digital wealth is here. To manage which emails you receive see this post, and for deeper coverage explore our subscription options below.
Top Stories
🇺🇸 Santander To Launch An ETF Robo-Adviser With SigFig - Financial Times, December 8, San Francisco
🇺🇸 BNY Mellon's Pershing X Acquires Direct Indexing Tech - Wealth Management, December 3, New York
🇬🇧 WealthSimple To Exit The UK - Altfi, December 6, London
North America News
🇺🇸 Ritholtz Wealth Management And WisdomTree Collaborate To Launch Innovative And Diversified Crypto Index - AITHORITY, December 6, New York
🇺🇸 Vanguard Makes Mockery Of 'Digital' Myth By Reporting $1.3 Billion After Its New Mobile App's Panned Debut- RIABiz, December 9, Pennsylvania
🇺🇸 JPMorgan COO Daniel Pinto Says Payment Players Like Paypal, Stripe, And Square Have Grown While Banks Have Been Asleep At The Wheel, But It's Time To 'Really Compete With Them' - News Nation USA, December 8, New York
🇺🇸 Miami Fintech Joins With Bradesco to Offer Digital Investments - Bloomberg, December 8, Miami
🇺🇸 TCS BaNCS recognized as a Large Player in the Now Tech Report for Digital Wealth Management Platforms - Equity Bulls, December 7, New York
EMEA News
🇨🇭 UBS Chief Ralph Hamers Signals Global Digital Wealth Push - Financial Times, December 2, Zurich
🇬🇧 Shawbrook Bank Rolls Out Portfolio Monitoring From FXE Technologies - Altfi, December 3, Essex
🇬🇧 HSBC Takes On Fintechs With UK Investing Feature Aimed At Younger Clients - CNBC, December 1, London
🏴 Former TSB Bank CEO Launching UK’s First Money-Sharing Social Media App Loop - Investing Reviews, December 8, Edinburgh
🇱🇺 Crypto AM Shines Its Spotlight On Inspira - CITYA.M., December 8, Luxembourg
🇬🇧 Fidelity Digital Assets Granted UK Licence To Offer Custody As Institutional Interest In Crypto Grows - The Trade, December 8, United Kingdom
🇳🇱 Bunq Becomes First European Digital Bank To Offer Mortgages - Fintechnews Switzerland, December 9, Amsterdam
Asia Pacific News
🇮🇳 PM Modi’s Policy Push For Fintech To Enable Every Indian With Availability Of Last-Mile Credit: Sk Narvar - Newsroom Post, December 7, Mumbai
🇮🇳 Paytm Bullish On Wealth Tech Amid Rising Young Investors - Hindu Business Online, December 8, Uttar Pradesh
🇸🇬 Digital Financial Services Will Be Sea Limited's Next Growth Engine - The Motley Fool, December 5, Singapore
🇲🇾 Luno Boasts A Customer Base Of 600,000 In Malaysia - The Malaysian Reserve, December 9, Kuala Lumpur
🇮🇳 UPI's Own 'On Device' Digital Wallet Soon: Small Spends Won't Clutter Your Bank Passbook - The Economic Times, December 8, Mumbai
Blogs, Webinars, Podcasts
🌍 5 Steps To Applying New Tech In Wealth Management - Altfi, December 6, Global
🇶🇦 Qatar: Betting On Fintech - Global Finance, December 5, Qatar
🇨🇭 How Are Private Banks Approaching Digital Asset Investments? - The Asset, December 9, Zurich
🇩🇪 Helping Asian Wealth And Asset Managers Embrace Digital Assets - Hubbis, December 6, Frankfurt
🇬🇧 ‘You’re Better On Our Tech’, Parmenion Tells Advisers - FT Adviser, December 6, Bristol
🇺🇸 Vanguard Vs. Fidelity: How The Automated Investing Accounts Compare - Business Insider, December 8, Pennsylvania
🇨🇴 Colombia: Underdeveloped Wealthtech, Banking Tech Sectors Are An Opportunity For Swiss Fintechs - Fintech News Switzerland, December 6, Colombia
🇹🇭 How Can Banks Still Thrive As Fintech Meets 5G? - Bangkok Post, December 8, Thailand
🇦🇺 ‘We Can’t Help Australians Who Need Advice If We Don’t Embrace Technology’ - Independent Financial Adviser, December 8, Australia
Virtual Events & Conferences
🇩🇪 Fintech Pitch Night - The Startup Club, January 25-26, Virtual
🇺🇸 Rapid Digital Transformation - Roadmap & Journey (APAC/MENA) - KTech Products, December 15, Virtual
🇸🇮 ConnectAI Digital Masterclass - ConnectAI Global, January 25-27, Virtual
🇮🇲 Zoom Event: Launching A Digital Bank - The Chartered Governance Institute - Isle Of Man, December 15, Virtual
Reports, Surveys, & Awards
🇺🇸 Ally Invest Review 2021: How It Works, Pros & Cons - AOL, December 3, North Carolina
🇺🇸 Ellevest Review: A Robo-Advisor That Accounts For Women’s Unique Financial Issues - CNBC, December 3, New York
🇺🇸 North America Wealth Management Platform Market Deals, Price, Revenue, Gross Margin And Market Share 2021-2027 | Broadridge Financial Solutions, Inc.,Comarch Sa,Fidelity National Information Services - The Manomet Current, December 6, New York
🇺🇸 Robo-Advisor Market Trending Analysis, Growth Forecast 2025 – Betterment, Ally, Ellevest, Fidelity And Schwab Intelligent Portfolios - Energy Siren, December 6, New York
Partnerships, Deals, Movers
🇬🇧 Life Insurance Tech Firm Buys Cash Service - FT Adviser, December 7, London
🇺🇸 Fiduciary Trust International Announces Investment In North Capital, Expanding Access To Private Securities And Digital Assets - Businesswire, December 7, New York
🇺🇸 Stacked Raises $35m To Bring Passive Investing Tools To Retail Crypto Traders - TechCrunch, December 6, Chicago
🏴 Abrdn Buys Interactive Investor For £1.5bn - Finextra, December 2, Edinburgh
🇬🇧 FNZ Adds Swiss Software Firm To Wealth Tech Platform - Daily Business Group, December 7, London
🇮🇳 SBI Chooses Intellect Wealth Qube For Its Digital Wealth Management Transformation - Businesstoday, December 7, Mumbai
🇸🇬 Xen Capital Raises US$7.5 Million Series A Led By Headline Asia To Scale Alternative Investment Platform - PR Newswire, December 5, Singapore
🇺🇸 Zoe Financial Announces Partnership With Digital Wealth Management Innovator Farther Finance - Globenewswire, December 2, New York
🇺🇸 Tifin Expands Its Wealthtech Division Capabilities With An Agreement To Acquire Qualis Capital For Advisors To Access Private Markets; Announces The Launch Of Personalized Giving For Families (Louise) And Micro-Financial Planning Through Conversational Ai (Planiq) - Yahoo Finance, December 1, New York
🇺🇸 Pontoro Raises Over $6 Million Preferred Seed Round For Infrastructure Financing Digital Asset Platform - Businesswire, December 8, California
🇰🇪 Kenyan Startup Kwara Raises Usd 4 Mn Seed Round - Deal Street, December 9, Llorin
More? More!
To go deeper in fintech, wealthtech, and defi, upgrade to a premium blueprint subscription below. Our value prop is simple: experienced judgment, accurate vision. If you knew the shape of the tomorrow, what would you do today?
Want to talk? Stop by Our Discord to say hello, or email here anytime.