Tag: FINANCE
Why personal trading rules keep failing under pressure
Compliance teams across the globe are writing personal account dealing (PAD) policies, circulating them, and collecting signed attestations confirming staff have read and understood...
Who is responsible when the AI adviser gets it wrong?
With the growing adoption and capabilities of agentic AI, many wealth managers are looking to the technology as a way to grow their customers...
MCO and AI: Building the next generation of compliance intelligence
With the hype surrounding AI, many companies have sought to quickly develop or implement a tool they can launch to market. Instead, for MCO...
Private markets: The next frontier of democratisation?
WealthTech has helped provide greater access to the world of investing, enabling retail investors to build their own portfolios. However, now the public market...
Why orchestration, not AI alone, will define the future of finance
Amid the hype surrounding agentic AI and its potential to transform financial services, firms across the sector have raced to adopt the technology. However,...
FinTechs dominate customer-facing AI use cases with mobile money gap widest...
Key views on AI use case adoption across traditional FIs and FinTechs: The Cambridge Centre for Alternative Finance surveyed 203 FinTechs and 149 traditional...
What factors matter most to institutions when seeking new vendors?
With so many RegTech solutions available in the market it is easy for solutions to get lost in the noise. When trying to reach...
Why AI in wealth management depends on fixing the foundations first
Artificial intelligence is quickly becoming the defining battleground for wealth management. From predictive portfolio analysis to automated client engagement, firms across the industry are...
Are wealth managers finally embracing digital assets?
Despite their rising popularity, particularly with younger generations, digital assets still lack widespread adoption by traditional wealth management firms. However, as regulators continue to...
How IRALOGIX is entering its next ten years as a force...
For IRALOGIX, 2025 was a milestone year. Not only did the company celebrate its 10-year anniversary, but it was an inflection point for the...
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