The four pillars driving digital transformation in WealthTech

Digital disruption is fundamentally reshaping wealth management, with firms under increasing pressure to embrace transformation. By adopting new technologies, forward-looking wealth managers are enhancing client outcomes, streamlining operations, and creating sustainable growth. The urgency to adapt has never been greater, according to IntellectAI.

The four pillars driving digital transformation in WealthTech

September 19, 2025

Digital disruption is fundamentally reshaping wealth management, with firms under increasing pressure to embrace transformation. By adopting new technologies, forward-looking wealth managers are enhancing...

As the wealth management landscape rapidly evolves, modern registered investment advisors (RIAs) face growing pressure to offer more personalised, data-rich, and intuitive client experiences. Investors no longer want just performance reports, they want meaningful insights, full visibility across accounts, and proactive guidance tailored to their goals. But for many advisors, fragmented systems and inaccessible data stand in the way.

How Summit Wealth built its RIA platform with ByAllAccounts

August 5, 2025

As the wealth management landscape rapidly evolves, modern registered investment advisors (RIAs) face growing pressure to offer more personalised, data-rich, and intuitive client experiences....

West Ham United, the London-based Premier League football club, has renewed its partnership with eToro, a global trading and investing platform, reaffirming their shared mission to champion Women’s football and promote financial inclusion.

West Ham and eToro renew deal to boost women’s investing

July 24, 2025

West Ham United, the London-based Premier League football club, has renewed its partnership with eToro, a global trading and investing platform, reaffirming their shared...

WealthArc integrates BlackRock Portfolio 360 to streamline wealth analysis

April 24, 2025

WealthArc, a global wealth data company based in Switzerland, has partnered with BlackRock to integrate the asset management giant’s Portfolio 360 tool into its platform.

WealthTech custodian Altruist secures $152m Series F to scale RIA platform

April 23, 2025

Altruist, a modern WealthTech company serving independent registered investment advisors (RIAs), has raised $152m in a Series F funding round.

California wildfires shake fixed income markets as bond spreads widen

February 5, 2025

The devastating wildfires that erupted in California in early January, compounded by severe rainstorms and mudslides, have left lasting destruction on individuals and communities.

Masttro, a leading WealthTech provider serving wealth owners and their advisors, has announced the appointment of Jay McNamara as chief executive officer (CEO), effective immediately.

WealthTech leader Masttro welcomes Jay McNamara as new CEO

January 7, 2025

Masttro, a leading WealthTech provider serving wealth owners and their advisors, has announced the appointment of Jay McNamara as chief executive officer (CEO), effective...

Waafi Bank, a Malaysia-based start-up founded in 2020, has chosen The Bank of London, a leading global clearing, agency, and transaction bank, as its banking services provider.

Waafi Bank selects The Bank of London as its UK services provider

September 2, 2024

Waafi Bank, a Malaysia-based start-up founded in 2020, has chosen The Bank of London, a leading global clearing, agency, and transaction bank, as its banking services provider.

Prior to the pandemic, wealth management was a sector known for its personal, high-touch interactions. Customers expected face-to-face meetings in exclusive offices, often with relationship managers in tailored suits. However, COVID-19 changed everything, accelerating the industry's digitisation process. This shift has led wealth management firms to explore new advisory models, including hybrid approaches that blend traditional and digital services. Global IT business products provider Comarch opens up on this transformation, and looks ahead to the future of wealth management.

What is the future of wealth management?

August 21, 2024

Prior to the pandemic, wealth management was a sector known for its personal, high-touch interactions. Customers expected face-to-face meetings in exclusive offices, often with...

Futeur.AI, an emerging FinTech firm, has announced the launch of its new business credit management digital platform designed specifically for small and medium-sized enterprises (SMEs) across America.

Futeur.AI unveils innovative business credit management platform for SMEs

August 6, 2024

Futeur.AI, an emerging FinTech firm, has announced the launch of its new business credit management digital platform designed specifically for small and medium-sized enterprises...