Building a single source of truth for modern wealth portfolios
Wealth portfolios have grown dramatically more complicated over the past decade. Across family offices, private banks and asset managers, investments now stretch well beyond...
The PhilTech revolution: why philanthropy is the wealth management industry’s next growth engine
When wealth management firms think of digitalisation, philanthropy might not appear high on their priority lists. However, Foundation Source CEO Joseph Mrak III believes...
FinTech Global’s third annual FinCrimeTech50 names the leading innovators tackling financial crime in 2026
FinTech Global, a specialist research firm, has announced the 2026 edition of the FinCrimeTech50, its annual list that identifies the most pioneering technology providers...
How personalized communication is reshaping the advisor-client relationship
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
While many WealthTech tools support portfolio construction, 2ND ENGINE was built with a different goal: give advisors the ability to convey real, defensible value...
Inside Rhino’s push to make privacy-preserving AML collaboration work
Launched in 2021, Massachusetts-based Rhino Federated Computing is focused on one of AI’s biggest challenges: activating siloed data through federated computing. Over the past three...
How will the Advice Guidance Boundary Review change wealth management in the UK?
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?
Why compliance can outsource tools, but not judgement
As financial institutions deepen their reliance on third-party data, automation and RegTech platforms, a fundamental question is emerging beneath the efficiency gains: where should...
Inside the push to centralise compliance oversight
For more than three centuries, visitors to the maze at Hampton Court Palace have tested their sense of direction among its tall hedges. Built...
The funnel is working: What digital journeys really mean for the future of wealth...
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.
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