Tag: digital advisory

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

Financial analytics firm Prometeia is deepening its footprint in the Spanish market, targeting the country's rapidly growing wealth and asset management sector with a...

Key Canadian FinTech investment stats in 2025: Canadian FinTech funding stabilised in 2025 with a 15% YoY increase Deals over $100m rose by 32%...

As Europe begins 2026, the wealth management sector is facing a decisive moment. Persistent market volatility, intensifying regulatory scrutiny and rapidly rising expectations around digital sophistication are reshaping how asset managers operate.

Voya Financial has launched WealthPath, a new platform designed to strengthen its wealth management capabilities and empower financial advisors to provide more integrated and personalised financial guidance.

Digital disruption is rapidly reshaping the wealth management landscape, forcing firms to rethink how they deliver services and build long-term client trust.

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,...

A fresh wave of financial regulation is reshaping how banks, asset managers and real estate advisors operate, driven by the introduction of CRR III...

Capgemini’s World Wealth Report 2025 casts a sharp light on one of the most significant transitions underway in financial services today—the global generational wealth transfer. fincite, a WealthTech platform supporting investment advice from onboarding to reporting, recently delved into the report.

Quinn, an AI-powered financial planning and advisory platform, has officially emerged from stealth mode with the aim of democratising access to personalised wealth management.