Founders

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?

Forests are a major asset in the fight against climate change, with the ability to absorb and store gigatonnes of CO2. Despite this, forests are constantly cleared for timber, not only removing the ability to store CO2 but also releasing their stores back into the atmosphere.

Staff leaving is never easy on any business, but advisor attrition can create significant impacts on wealth management firms that not only sees them...

The WealthTech sector continues to have strong growth opportunities across major markets, like the US and Europe, but it is also gaining significant attraction in other markets around the world.

Opinions on ESG can be quite divisive and some countries are looking to increase their focus on sustainability and equality, while others are looking to move away. With an evolving landscape, how optimistic are industry players for the success of the sector in 2025?

 The ESG FinTech market continues to grow and 2024 saw the adoption of major regulations, like CSRD, that have increased the pressures on firms. However, was it a good year for the sector?

Like many sectors, 2024 proved to be a tough year for the WealthTech sector. The economic landscape and geopolitical challenges meant many companies struggled,...

As environmental, social and governance (ESG) continues to become more prominent in regulations, firms will need to ensure they have the capability to effectively and efficiently complete ESG reporting processes.