Tag: Client Engagement

Key views on Adoption of AI and Gen AI in asset management: Acuity Analytics surveyed 80 senior asset management representatives across the Americas, Europe...

Key World Cup WealthTech stats since 2023: A World Cup Special: Global WealthTech Through the Lens of the Beautiful Game Global WealthTech deal activity...

Key US WealthTech investment stats in Q1 2026: US WealthTech deal activity jumped 83% YoY in Q1 Californian and New York firms secured two...

For decades, many wealth management firms have viewed younger investors as a future opportunity rather than a priority for today. The assumption was that...

AI in wealth management is entering a phase where being “smart” is no longer enough. Users have grown used to systems that can calculate,...

Wealth management is experiencing a fundamental shift in how advice is delivered and perceived. Client expectations are no longer anchored to annual reviews or...

Royal London Asset Management, a UK-based active fund management company, has partnered with Seismic, a global provider of AI-powered enablement technology, to support the...

A wealth advisor reviewing a client’s portfolio might now be alerted to a significant liquidity event timed around their child’s graduation. This is the kind...

Wealth management is entering a decisive new era, with artificial intelligence reshaping what advisers, clients, and financial institutions can realistically achieve. IntellectAI, which offers wealth...

Wealth.com, a leading end-to-end estate planning platform for financial advisors, has become the first to directly integrate with Advyzon, an all-in-one wealth management platform used by more than 2,400 advisors across the US.