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It is now rare for a week to pass without at least one regulator issuing new guidance or updates related to environmental, social, and governance (ESG).

Carbon accounting is a method of calculating the amount of greenhouse gases (GHGs) an organisation emits, whether it is directly or indirectly. Through this, companies are better placed to understand the climate impact and establish goals on how they can reduce it. As the number of ESG regulations continues to increase, carbon accounting could become an increasingly vital part of meeting compliance.

Wealth management firms risk losing billions through advisor attrition and yet most firms are not doing enough to prevent it, according to Juan Cruz Garzón, COO and co-founder of Fligoo.  

Despite economic challenges, the WealthTech sector continues to attract large interest from financial institutions and investment firms.  A recent report from FinTech Global found that...

The capabilities of artificial intelligence (AI) are evolving rapidly and with them brings a sea of change for how financial institutions can support their clients. Most importantly, it is allowing them to offer greater personalisation. 

Technology has transformed banking into flexible system that can no longer rely on the mantra of one-size-fits all. Banks need to meet the modern demands of customers. While this might seem simple, not all customers have the same expectations and so banks need the flexibility to provide customers with the services and tools they really want.

SMEs are often the lifeblood of an economy, and being able to protect against future challenges – whether physical or digital – are always...

Client relationship management (CRM) has always been the cornerstone of success in wealth management, driving personalised support and client retention.

FinTech Global recently spoke to several leaders in the WealthTech space to highlight the WealthTech trends that stood out in the first half of 2024. Speaking to those same companies, the industry leaders offer an insight into the trends that will shape the remaining months of 2024. 

When you’re young, the idea of retirement seems like a far-off dream, and preparing for it can wait until tomorrow. However, the sooner people think about it, the better. With access to digital financial services apps and the ability to ask the internet a myriad of questions about finance, it seems younger generations are becoming more financially aware than ever before.