Tag: Advisors
Navigating investment risks: How digital profiling enhances awareness in the UK...
In a recent groundbreaking market research conducted in the UK by everyoneINVESTED, a significant revelation was made regarding investors' awareness of investment risks. The study, which delved deep into the intricacies of investment risk, found that individuals with prior investment experience, particularly those who had been profiled, demonstrated a heightened awareness and understanding of the risks associated with their investment choices.
Nearly all wealth managers plan to adopt new technologies in 2024...
WealthManagement.com’s survey included 371 respondents from advisors, c-suite executives and others across RIAs, Insurance firms, Regional investment firms, Wirehouse firms and Bank brokerages from...
GeoWealth bags $19m as it bolsters its asset management support services
Asset management program for advisors GeoWealth has closed its Series B round on $19m as it eyes hiring opportunities.
The £3bn FinTech opportunity in the UK SME market
It’s not just big banks and corporations fintech startups are trying to serve. Small and medium sized enterprises (SMEs) offer a massive market for FinTech companies.