French investors prefer ‘playful’ risk profile building
French banking customers prefer a ‘playful’ method to building their risk profile compared to traditional questionnaires, according to a field study by everyoneINVESTED.
How wealth managers can prepare for MiFID II ESG update
With the ESG-focused principles of MiFID II regulation coming into force, wealth management firms need to be prepared for its impact and how they can future-proof their investment processes.
everyoneINVESTED obtains ISAE 3402 certification as ESG MiFID II update launches
everyoneINVESTED has obtained an ISAE 3402* Type I certification for its sustainability module from Deloitte, as MiFID IIâ€™s update launches.
How the ESG MiFID II update could impact investing
In August, financial institutions must meet a deadline for a MiFID II update that focuses on sustainability and harmonises environmental, social and governance aspects (ESG) in the investment space. everyoneINVESTED concept manager Laurent Lamblin outlines how this change could impact investing.
Market reactions to UBS acquisition of Wealthfront
UBS recently re-entered the robo-advisory market through its $1.4bn acquisition of wealth management provider Wealthfront. However, this is not its first foray in the robo-advisor space.
KBC AM launches WealthTech spin-off everyoneINVESTED to attract younger investors
everyoneINVESTED is a new WealthTech startup spun out of the Belgian asset management company KBC AM. It sets out to make the emotional journey...