Flagstone customers earn over £600 million interest in 2025 as platform’s revenues reach record high
15 April 2025 - Flagstone, the UK’s largest savings platform* handling £19.6 billion of individual and business savers’ cash, has posted another year of record revenue growth, with total income increasing more than 350% over the past three years. Accounts for the year ending 31 December 2025 show Flagstone [...]
Soltis Investment Advisors Strengthens In-House Tax Capabilities with Addition of GDM Private Financial Solutions
Partnership expands Soltis’ accounting and tax capabilities for both clients and firms seeking broader solutions. ST. GEORGE, Utah--(BUSINESS WIRE)--Soltis Investment Advisors, LLC (“Soltis”), a Registered Investment Adviser (“RIA”) with approximately $13 billion of client assets, announced today the addition of GDM Private Financial Solutions, LLC led by Alan Dance. The addition enables Soltis [...]
InvestorCOM Wins 2026 FinTech Breakthrough RegTech Innovation Award for Second Consecutive Year
Toronto, March 19, 2026 – InvestorCOM, a leading provider of compliance technology for the wealth and retirement industry, has once again been recognized as a winner in the 2026 FinTech Breakthrough Awards, earning the prestigious “RegTech Innovation Award” for the second consecutive year, and the fourth time in five years. This back-to-back recognition [...]
Snowden Lane Partners Adds MSCI Wealth as Integration Partner to Elevate Portfolio Management and Advisor Workflow Capabilities
NEW YORK--(BUSINESS WIRE)--Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced it will integrate MSCI Wealth Manager – an advanced portfolio management technology platform for public and private asset analytics, tax aware optimization, and modern proposal generation capabilities – into [...]
Snowden Lane Partners Adds MSCI Wealth as Integration Partner to Elevate Portfolio Management and Advisor Workflow Capabilities
NEW YORK--Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced it will integrate MSCI Wealth Manager – an advanced portfolio management technology platform for public and private asset analytics, tax aware optimization, and modern proposal generation capabilities – into its [...]
Flagstone’s first Cash ISA
24 February 2026 Flagstone, the UK’s largest savings platform* managing over £19 billion of UK savers’ cash, has launched the Flagstone Cash ISA - a single tax-wrapper within which a saver can open and maintain multiple tax-free accounts in one ISA wrapper. The Flagstone Cash ISA offers a hassle-free, [...]