Kidbrooke, which has built a unified analytics platform for investment and wealth management, has released its latest solution, KidbrookeONE. Initially, Kidbrooke made waves by crafting specialised market and insurance risk models for leading financial entities in the Nordics, significantly contributing […]
The wealth management industry stands on the cusp of a monumental shift as we journey through 2024. According to IntellectAI, this change, fuelled by the rapid evolution of technology, signifies not merely a temporary adjustment but a fundamental revolution, reshaping the […]
It has been a few years since the digital asset hype took the world by storm and has since fallen to the background. Despite this, the asset type is still popular, and could see more market adoption in 2024. The […]
One of the biggest challenges that wealth firms face is providing their advisors with seamless access to custodial data. This is not just a technical hurdle, but a fundamental aspect of how WealthTech can empower financial advisors to better serve […]
In an era marked by shrinking operating margins, investment firms worldwide are intensifying their focus on financial discipline and the strategic forecasting of business growth. A new whitepaper from Aiviq delves into the reasons behind this shift and outlines how the industry is constructing […]
Environmental, social and governance (ESG) sits near the top of priority lists for many consumers, governments and businesses. As the world tries to encourage a more sustainable and fairer environment for everyone to benefit from, ESG factors have become crucial. […]
The macroeconomic environment is undoubtedly a focal point in today’s discussions within wealth management, banking, and insurance sectors. However, the urgency of addressing climate risks is rapidly ascending the agenda, especially in the wake of Cop28’s focus on technology’s role […]
As another year starts, it is the time to look ahead and attempt to predict what is to come and the biggest trends for the WealthTech sector in 2024. WealthTech in 2023 was dominated by the advancement and adoption of […]
2023 proved to be another difficult year, with many businesses being forced to enter survival mode and clamps were placed on budgets and resources. WealthTech investment and deal activity were both on the decline during 2023. European WealthTech experienced three […]
With the Consumer Financial Protection Bureau’s (CFPB) proposed changes to personal financial data rights, open banking could soon make its way to the US As firms in the country get excited about the development, should wealth managers be taking note? […]
