WealthTech

Wealth firms risk billions as advisor attrition rises – is AI the solution?

Wealth firms risk billions as advisor attrition rises – is AI the solution?

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.  
Alkami Technology, Inc. has partnered with Kemba Credit Union to modernise the firm's digital banking offerings.

Kemba Credit Union and Alkami team up to launch advanced digital banking solutions

Alkami Technology, Inc. has partnered with Kemba Credit Union to modernise the firm's digital banking offerings. The partnership aims to provide members with user-friendly self-service...
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What trends are driving WealthTech in 2024?

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...
Griffin and Marygold & Co. UK join forces to promote healthy financial habits in the UK

Griffin and Marygold & Co. UK join forces to promote healthy financial habits in...

Marygold & Co., the UK’s leading emotionally intelligent money management app, has partnered with Griffin, a UK-based bank tailored to FinTech companies.

How AI Is transforming advisor retention strategies in the WealthTech sector 

Advisor attrition is a critical challenge in the wealth management industry, and yet most firms are not doing enough to prevent it, according to a new report from Fligoo.  
Boosting transparency: a strategy to enhance AUM for fund managers

Boosting transparency: a strategy to enhance AUM for fund managers

The global fund management industry is undergoing a transformative period as it faces increasing pressures to improve operational efficiency and deliver more transparent, accountable services.
Accelerating access to wealth data: how streamlined integrations enhance advisor capabilities

Accelerating access to wealth data: how streamlined integrations enhance advisor capabilities

Advisors navigating the fast-paced world of wealth management face increasing demands for seamless data access.
Neem secures $4m credit to expand earned wage access across Pakistan

Neem secures $4m credit to expand earned wage access across Pakistan

Neem, a leading embedded finance platform based in Pakistan, has recently enhanced its financial capabilities through a new $4m credit facility provided by DNI Group, a global investment firm active in 32 countries and a continuing investor in Neem.
Konsentus, a global provider of open banking advisory services and centralised technology infrastructure, has been selected by the Bank of Namibia to establish API standards that will support the implementation of open banking in Namibia.

Konsentus partners with Bank of Namibia to set open banking API standards

Konsentus, a global provider of open banking advisory services and centralised technology infrastructure, has been selected by the Bank of Namibia to establish API...
Allvue Systems launches innovative fund administration suite to revolutionise fund management

Allvue Systems launches innovative fund administration suite to revolutionise fund management

Allvue Systems, a distinguished provider in technology for alternative asset managers and fund administrators, recently introduced Fund Administration Essentials.

News Stories

3 FinTech deals account for lion share of funding this week - See this week's 14 deals here

3 FinTech deals account for lion share of funding this week – See this...

The FinTech sector enjoyed another modest week in funding, with a total of $757m raised across 14 deals.  It was an almost identical week to...

How market turmoil is reshaping bank loan analytics

Rising volatility in leveraged loan and broadly syndicated loan (BSL) markets is forcing institutional investors to rethink how they manage and value their exposures. According...
AI financial advice boom exposes a dangerous advice gap

AI financial advice boom exposes a dangerous advice gap

Nearly four in ten Britons have turned to artificial intelligence tools such as ChatGPT and Google Gemini for personal financial guidance, according to 2025...
Norm Ai launches compliance agent for Microsoft 365

Norm Ai launches compliance agent for Microsoft 365

Norm Ai, a legal and compliance artificial intelligence firm, has launched a compliance agent integrated directly into Microsoft 365 Copilot, aimed at helping regulated...
Columbia Lloyds Insurance Company has selected ZestyAI’s Risk and Decision Intelligence platform as the regional insurer looks to strengthen underwriting accuracy and property risk visibility across its homeowners portfolio in Texas, Oklahoma and Arkansas.

Columbia Lloyds adopts ZestyAI for property risk analysis

Columbia Lloyds Insurance Company has selected ZestyAI’s Risk and Decision Intelligence platform as the regional insurer looks to strengthen underwriting accuracy and property risk...

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