Advisors

How can you stay compliant in 2021?

The regulatory hoops businesses must jump through are growing increasingly complex. So how can firms ensure that they remain compliant in 2021?

Striking a balance between compliance and customer experience during client onboarding

The onboarding process requires financial institutions to comply with increasing global and regionally specific regulations while also delivering an enhanced customer experience. As a result,...

Six ways wealth managers can transform client interactions into trusted relationships

In wealth management, prioritising client service is the only way for establishing a long-lasting relationship. And wealth managers must leverage intelligent technology to provide a more efficient customer experience and gain their client’s trust.

Are changing regulations a threat for WealthTech firms?

Wealth management institutions have been dealing with greater complexity in areas of compliance and regulation. As the number of jurisdictions increases, so does potential liability and, as a result, global companies must embrace digitalisation to stay clear of legal hot waters.

How ramping up tech acquisitions can help financial institutions beat neobanks in the banking...

The financial services industry is undergoing a paradigm shift. For financial institutions to stay relevant and keep pace with FinTechs, they must do "whatever it takes" to beat the tech startups, including acquiring them, Aquaa Partners CEO says.

Avaloq, Adviscent partner to accelerate financial services transformation

Zurich-based WealthTech100 firm Avaloq has entered a partnership with compatriot FinTech Adviscent to provide smart content solutions for wealth managers and private banks.

It’s time to rethink risk management – Sigma Ratings

As the number of money laundering and financial crime cases keep growing, Sigma Ratings argues that it is time for financial services firms to rethink risk management.

What’s going on with bitcoin?

Bitcoin has been on a roller coaster ride over the past year, but the reason behind its recent record spikes may not be what you think.

Introducing the Global RegTech Buyer’s Guide 2021 to help financial firm pick the right...

Picking the right RegTech company to invest in is difficult. Luckily, the Global RegTech Buyer's Guide 2021 has just been launched to help make it easier to make the right choice.

Can banks beat neobanks at their own game?

Challenger banks have spent the better part of the last decade turning the banking world on its head, but is there a way for incumbents to bridge the technology divide?

News Stories

US insurers brace for major 2026 ISO GL changes

US insurers brace for major 2026 ISO GL changes

US property and casualty carriers are facing a complex transition as the 2026 ISO Commercial General Liability (GL) overhaul brings changes to classification, pricing...
Flagright

Zento taps Flagright to guard against financial crime

Flagright, the AI operating system for financial crime compliance, has been selected by Zento, a business account provider built for entrepreneurs, to reinforce its...
Hackuity

Hackuity lands $19m as AI fuels a vulnerability tsunami

Hackuity, the AI-powered vulnerability operations centre specialist, has closed a $19m funding round as enterprises struggle to keep pace with a mounting backlog of...
EU banks face a major rethink of regulatory reporting

EU banks face a major rethink of regulatory reporting

The European Banking Authority (EBA), European Central Bank (ECB) and European Insurance and Occupational Pensions Authority (EIOPA) have opened a consultation on DPM 2.1,...
tax

Why unclaimed dividend tax is costing US investors dearly

US investors continue to hold vast and growing portfolios of foreign equities, with international diversification remaining a cornerstone of institutional investment strategy. Yet almost...

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