Founders

While the wealth management sector is embracing technology to transform their operations, are there still some major issues that are waiting to be addressed? 

A first impression is arguably one of the most important. This can shape how someone perceives another person and can be difficult to change. However, these first impressions are equally important for a new customer of a wealth manager.

WealthTech has transformed the modern world of investing. No longer is wealth management locked off to the wealthy. Tools are now available that can support investors at whatever life stage they are in and build portfolios that can support their financial situation and plan for the future.

Data is a critical part of wealth management and investors are fully aware of this, but should they be more empowered to take control...

As financial crime siphons off $1.6tn annually from the global economy, according to the United Nations Office on Drugs and Crime, integrated compliance solutions...

From its headquarters in Switzerland and operations across the globe, IMTF is redefining how financial institutions combat financial crime—leveraging a hybrid AI approach that...

Managing producers has long been a pain point for the insurance industry, causing fragmented systems, regulatory complexity, and endless paperwork. Agentero’s latest innovation, Producerflow,...

Where the insurance industry once stumbled under its own weight, Agentero is carving a more effective path forward. The California-based InsurTech firm, founded by...

Data is a core aspect of wealth management and the latest advancements in technology are helping firms to improve their usage of data. Not only is this enabling them to become more efficient, but it is also improving the output of their advisors.

Just a few years ago, Environmental Social, and Governance (ESG) had a spike in hype and many investors and firms started to explore opportunities in the space. However, sentiment might be changing, particularly as new governments show scepticism towards space. How will this impact the future of the sector in 2025?