How wealth managers are tackling data fragmentation

June 19, 2026

Data fragmentation continues to be a significant challenge faced by the wealth management sector. While many are looking to improve their infrastructure and move...

Private markets and tax‑efficient investments are moving steadily into the mainstream of UK wealth management. Advisers are increasingly using them in everyday portfolio construction as clients look for diversification, tax planning and long‑term growth.

Private markets are entering the mainstream — but is the infrastructure ready?

May 15, 2026

Private markets and tax‑efficient investments are moving steadily into the mainstream of UK wealth management. Advisers are increasingly using them in everyday portfolio construction...

How IRALOGIX is entering its next ten years as a force in retirement wealth

May 12, 2026

For IRALOGIX, 2025 was a milestone year. Not only did the company celebrate its 10-year anniversary, but it was an inflection point for the...

Insurance has always depended on timing. Risk is captured at a specific moment, translated into a price, and expected to remain broadly stable until the next review. For much of the industry’s history, that assumption has held. Risk moved, but not so quickly that it escaped the frame of underwriting.

How real-time risk visibility is reshaping the insurance lifecycle

May 8, 2026

Insurance has always depended on timing. Risk is captured at a specific moment, translated into a price, and expected to remain broadly stable until...

Building trust in generative AI for wealth management

May 7, 2026

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 taps. Buying insurance, by contrast, often feels like stepping back a decade. The process slows, the questions multiply, and what should be simple quickly becomes something to work through rather than complete.

Why most insurance quotes are abandoned — and how insurers can fix it

May 5, 2026

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

Why secure communication is wealth management’s overlooked growth opportunity

May 4, 2026

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

How personalized communication is reshaping the advisor-client relationship

April 27, 2026

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...

The WealthTech platform built to help advisors demonstrate real value

April 23, 2026

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

How will the Advice Guidance Boundary Review change wealth management in the UK?

April 21, 2026

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?