While the wealth management sector is embracing technology to transform their operations, are there still some major issues that are waiting to be addressed? FinTech Global spoke to several WealthTech companies to get their thoughts on some of the biggest […]
A first impression is arguably one of the most important. This can shape how someone perceives another person and can be difficult to change. However, these first impressions are equally important for a new customer of a wealth manager. For […]
Women in the UK are on the cusp of a financial revolution. By the end of this year, projections suggest they’ll control 60% of the nation’s wealth—a seismic shift driven by inheritance and entrepreneurship. Beneath this milestone, women are still sidelined when […]
WealthTech has transformed the modern world of investing. No longer is wealth management locked off to the wealthy. Tools are now available that can support investors at whatever life stage they are in and build portfolios that can support their […]
Data is a critical part of wealth management and investors are fully aware of this, but should they be more empowered to take control of their data? Fredrik Davéus, CEO and co-founder of Kidbrooke, noted that data in itself is not […]
WealthTech has transformed the modern world of investing. No longer is wealth management locked off to the wealthy. Tools are now available that can support investors at whatever life stage they are in and build portfolios that can support their […]
Founded in 2011, EV is one of the UK’s market-leading digital financial planning technology providers. The firm has developed solutions to re-engineer the financial planning and advice process to make it more accessible and engaging for everyone, whether they prefer managing their […]
Staff leaving is never easy on any business, but advisor attrition can create significant impacts on wealth management firms that not only sees them lose expert talent but potentially lose billions in revenue. Advisor attrition refers to the rate of […]
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. Adoption of WealthTech solutions is only expected to continue over […]
Like many sectors, 2024 proved to be a tough year for the WealthTech sector. The economic landscape and geopolitical challenges meant many companies struggled, however, many companies still managed to have a very strong year. As the new year begins, […]
