Founders

Wealth portfolios have grown dramatically more complicated over the past decade. Across family offices, private banks and asset managers, investments now stretch well beyond...

When wealth management firms think of digitalisation, philanthropy might not appear high on their priority lists. However, Foundation Source CEO Joseph Mrak III believes...

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 a long time digital and physical channels were considered to be enemies, but new trends are showing a symbiosis of the two is the real market opportunity.

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.

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

Environmental, Social, and Governance (ESG) has become an increasingly important area within the wealth management sector. However, ESG data consistency is still far from...

For decades, underwriting portfolio management has been guided largely by hindsight. Insurers reviewed performance through monthly management reports or quarterly portfolio reviews, identifying trends...

The digitalization of the wealth management industry has been in full swing for many years, with firms looking to replace outdated and manual workflows...

Agentic AI is transforming the world of compliance as we know it and firms avoiding it are vulnerable to criminals. Unit21 is at the forefront...