Tag: everyoneINVESTED

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,...

Agentic AI has captured the minds of many in the wealth management sector. With its ability to replicate human interactions, there are various natural...

FinTech Global recently spoke to leaders in the WealthTech space to highlight the WealthTech trends that will shape the last few months of 2025. 

Why Data Matters More Than Ever Data is invaluable to wealth management. Data is a powerful resource that when used effectively can help a firm...

FinTech Global recently spoke to leaders in the WealthTech space to highlight the WealthTech trends that stood out in the first half of 2025.  Some...

While the wealth management sector is embracing technology to transform their operations, are there still some major issues that are waiting to be addressed? 

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.

A first impression is arguably one of the most important. This can shape how someone perceives another person and can be difficult to change. However, these first impressions are equally important for a new customer of a wealth manager.

WealthTech has transformed the modern world of investing. No longer is wealth management locked off to the wealthy. Tools are now available that can support investors at whatever life stage they are in and build portfolios that can support their financial situation and plan for the future.

Data is a critical part of wealth management and investors are fully aware of this, but should they be more empowered to take control...