Retail Investing & Trading

While it has its risks, gamification can be a valuable tool to help wealth managers improve customer engagement and loyalty. 

Facing global challenges like climate change, resource scarcity, a rising elderly demographic, escalating urbanisation, and increased disparity among nations, Tietoevry regards sustainability as not...

Investment companies employ a variety of techniques to recommend mutual funds to their customers.

Giraffe, a New York-based FinTech firm, offers an innovative impact investing platform, aimed specifically at employees.

Arsenal football player Jorginho, known for his midfield prowess on the pitch, has turned his hand to financial investments, becoming a founding investor in Gather, a budding FinTech start-up.

WealthTech is an ever-evolving landscape, with wealth managers perpetually innovating to adapt to client needs. It's absolutely vital for these financial gurus to stay ahead of trends and identify the crucial areas of focus to provide stellar service and maximise client outcomes. As we journey into 2023, let's delve into the top five priorities for wealth managers.

The EU Retail Investment Strategy has launched an exciting prospect for clients to be at the centre of the European Capital Markets Union, bringing forth the dawn of the digital advice era. This innovation stands to democratise financial advice, making it accessible to a wider audience while recognising the human emotions associated with investing.

Decision-making is arguably one of the most important parts of a wealth manager’s workload. As advancements in technology continue to accelerate, these managers have the chance to drastically improve their output.

Velexa, a leading player in the WealthTech sector, has recently been distinguished by CBS as an Innovation & Disruption Leader.

Selma Finance, a Switzerland-based WealthTech platform, recently concluded a successful crowdinvesting campaign. This innovative digital financial advisor secured more than €1.3m from its vibrant community of supporters, exceeding its original fundraising target by a significant 30%.