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?

For more than three centuries, visitors to the maze at Hampton Court Palace have tested their sense of direction among its tall hedges. Built in the late 17th century, the maze’s trapezoidal design looks straightforward on paper. Yet once inside, its looping paths quickly become disorientating. Turn after turn looks familiar. Progress becomes guesswork. Modern compliance systems often produce a similar experience.

Inside the push to centralise compliance oversight

April 17, 2026

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

How WealthTech can shape the next generation of investors

April 7, 2026

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

What are firms getting wrong with perpetual KYC?

April 2, 2026

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 hint of panic, he surveys the damage with practised calm and begins issuing instructions. Within minutes, chaos has been reduced to a sequence of manageable decisions. Insurance has long relied on people capable of performing a similar role. Actuaries are the professionals insurers turn to when risk becomes too complex for instinct alone.

The evolving role of actuaries in the age of AI

April 1, 2026

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...

Artificial intelligence may dominate the current conversation around insurance technology, but the story of InsurTech itself has followed a different trajectory. A decade ago, the sector was defined by the promise of disruption. Venture capital flowed into startups promising to rebuild insurance from the ground up. This swell of momentum saw surged to record levels, peaking at more than $15bn globally in 2021, according to CB Insights.

The next phase of InsurTech: From disruption to durability

March 24, 2026

Artificial intelligence may dominate the current conversation around insurance technology, but the story of InsurTech itself has followed a different trajectory. A decade ago,...

The headlines arrive faster than anyone can process them. Missile strikes. Warnings of retaliation. Oil markets jolt as tensions rise around the Strait of Hormuz. Governments scramble to evacuate citizens. Across television studios and diplomatic corridors, the same uneasy question returns: when will this conflict stop?

What the US-Iran conflict reveals about global insurance risk

March 23, 2026

The headlines arrive faster than anyone can process them. Missile strikes. Warnings of retaliation. Oil markets jolt as tensions rise around the Strait of...