Corporate Leaders

As wealth management firms continue to pursue generative AI capabilities, exploring worthwhile use cases and where the most value can be found, a core...

Booking a flight online takes minutes. Ordering a taxi takes seconds. Even applying for a loan can now be done in a handful of...

Improving communication capabilities might not strike wealth management firms as important as tools that streamline trading or insight generation. However, Michael Lynch, chief operating...

In an increasingly competitive market, Vincent Lévesque, vice-president, head of products at Croesus, believes personalized video communications help to give firms an edge over...

While many WealthTech tools support portfolio construction, 2ND ENGINE was built with a different goal: give advisors the ability to convey real, defensible value...

The new UK's Advice Guidance Boundary Review has been pitched as a 'once in a generation change', but how is it going to change the wealth management landscape? 

For more than three centuries, visitors to the maze at Hampton Court Palace have tested their sense of direction among its tall hedges. Built...

Digital WealthTech platforms have helped make it easy for everyone to get access to their finances. Whether it is a banking app that allows...

For several years, perpetual KYC (pKYC) has been pitched as the next evolution of traditional KYC methods, but firms still have misconceptions around what it really means.

In Quentin Tarantino’s 1994 cult classic Pulp Fiction, when a situation deteriorates beyond control, everyone knows you call The Wolf. Arriving without the slightest...