Headquartered in Brussels, KBC Asset Management was formed in 1998 and is part of the broader KBC Group. KBC Group focuses on integrated bank-insurance-asset management, and to date has over 12 million clients. In 2020 it created the wealth-tech spin-off everyoneINVESTED. According to […]
The rise of AI has swept industries far and wide, and it has led to widespread innovation and disruption. In the wealth management sector, this has proven no different, with the sector evolving to meet the new demands created by […]
As more companies in the financial services sector adopt cutting-edge technology, customers have an increased expectation of what their financial providers should be able to do. If a company cannot complete tasks promptly or lacks essential capabilities, customers are likely […]
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. Advisor attrition rates rose by 7.5% in 2023, resulting in 9,600 […]
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. The movement of advisors can cause significant financial losses and disruption to […]
Artificial Intelligence (AI) is rapidly reshaping the landscape of wealth and asset management, offering innovative solutions that significantly alter how high-net-worth individuals manage their finances. WealthArc, which helps firms manage wealth data more efficiently, recently delved into the transformative effects of […]
Technology has transformed banking into flexible system that can no longer rely on the mantra of one-size-fits all. Banks need to meet the modern demands of customers. While this might seem simple, not all customers have the same expectations and […]
Client relationship management (CRM) has always been the cornerstone of success in wealth management, driving personalised support and client retention. In today’s digital-first world, client expectations are shifting toward greater personalisation, deeper insights, and enhanced convenience. Additionally, WealthTech innovations have […]
When you’re young, the idea of retirement seems like a far-off dream, and preparing for it can wait until tomorrow. However, the sooner people think about it, the better. With access to digital financial services apps and the ability to […]
During the third quarter of 2024, the wealth management sector witnessed shifts, heavily influenced by sustainability, digital innovation, and regulatory adjustments. According to Kidbrooke, the escalating importance of climate risk modelling has become evident, with wealth managers integrating digital tools to […]
