Tag: behavioural finance

Prometeia, a global provider of advisory and monitoring solutions for wealth and asset management, has formed a strategic partnership with everyoneINVESTED, a digital investing...

For years, financial services firms have leaned on a tired narrative to explain the gender investment gap — that women supposedly “lack confidence.” However, new...

Prometeia, a long-standing provider of advisory and portfolio monitoring solutions, has teamed up with everyoneINVESTED, the digital investment arm that originated within KBC Group,...

Many asset managers remain shackled by outdated systems, despite rising client expectations and stricter regulatory frameworks.

Grifin, a US-based FinTech company that links investing to consumers’ daily spending habits, has raised $11m in a Series A funding round. The round was...

An investor risk profile is a regulatory requirement before any financial advice or investment planning can be delivered. Known as the suitability assessment, this process is designed to ensure that recommendations or portfolio strategies align with a client’s needs and objectives.

Oxford Risk has unveiled a new online course designed to help individual investors and financial advisers tackle emotional decision-making and improve long-term financial outcomes....

everyoneINVESTED is on a mission to democratise investing for all, regardless of age, financial literacy, or gender. With inclusivity at the heart of its goal, the firm aims to ensure everyone has access to investment opportunities, whether they are seasoned investors or just starting their financial journeys.

As the investment services industry braces for a wave of regulatory transformation, a new perspective is emerging—one that views compliance not as a cost centre, but as a catalyst for growth.

As 2025 unfolds, wealth management is undergoing a significant evolution, driven by advancements in technology, shifting client expectations, and tightening regulations. Industry professionals must adapt quickly to this dynamic environment to remain competitive and relevant.