Tag: Digital wealth management

Morgan Stanley recently disclosed that more than $100bn migrated from digital and workplace channels into advisor-led relationships in a single year. For Kidbrooke, this...

Key European FinTech investment stats in 2025: European FinTech funding dropped by 15% YoY UK companies secured six of the top 10 deals to...

Key European WealthTech investment stats in Q4 2025: European WealthTech investment doubled YoY in Q4 2025 Average deal value increased to $34.5m as larger...

Key Global WealthTech investment stats in Q4 2025: Global WealthTech deal activity grew by 23% YoY India emerged as one of the top WealthTech...

The great wealth transfer is no longer a future concern — it is happening now. Trillions of dollars are expected to move between generations...

fincite, which offers software to transform investment advice from onboarding to reporting, has received a ISO 27001 certification.  ISO 27001 is widely regarded as the...

Key Global WealthTech investment stats in 2025: Global WealthTech deal activity fell by 47% YoY in 2025 US retained its position as the main...

As the wealth management industry enters 2026, advisory teams are under growing pressure to deliver clearer guidance, faster execution and a more complete view...

Key UK WealthTech investment stats in 2025: UK WealthTech funding grew by 6% in 2025 Deals over $100m increased by 31% YoY as investors...

fincite has made its cios platform available in the Microsoft Azure Marketplace, marking a further step in the company’s push to simplify digital wealth...