Tag: financial advisors

Navigating the future of crypto compliance: The impact of IRS form...

In a significant regulatory update, the IRS is set to introduce Form 1099-DA in 2025, a new requirement for digital asset reporting that will affect financial advisors and their clients deeply.

Navigating risks in wealth management: A balanced approach

Wealth management is not just about augmenting capital—it’s equally about safeguarding it. In an era where market fluctuations can be swift and severe, the essence of wealth management lies in its dual approach: growth and security. This balance is maintained through meticulous risk management strategies, which play a pivotal role in helping clients achieve their financial goals while minimizing potential risks.

AI firm Jump raises $4.6m to enhance financial advisory services

Jump, an AI software for financial advisors, announced today that it has secured a funding round of $4.6m.

Over two-thirds of investors want digital experiences on par with those...

ThoughtLab conducted a global survey from September to November 2023, engaging 2,000 investors from diverse backgrounds in terms of wealth, age, gender, and location....

Reducing compliance costs with WealthArc’s advanced wealth app

WealthArc is revolutionising the way External Asset Managers handle compliance, making the arduous tasks associated with meeting FinSA/FinIA regulations more manageable and cost-effective.

How digital onboarding in corporate pensions boosts employee engagement and efficiency

While occupational pension coverage has been widespread in the Western world for decades, comprehension among employees about the benefits remains low.

Avenir secures $530k to revolutionise WealthTech with cutting-edge personalisation

Avenir, a UK-based WealthTech firm, has successfully secured $530,000 in pre-seed funding.

Navigating the Pitfalls of Miscommunication in Financial Advising

Miscommunication between financial advisors and their clients can lead to misunderstandings that, while seemingly minor, have the potential to damage professional relationships significantly.

The future of digital investor profiling in the UK

In the rapidly changing landscape of financial services, the balance between regulatory compliance and user experience is more critical than ever. With digital transformations reshaping the industry and regulatory pressures mounting, financial institutions face the daunting task of providing seamless digital experiences without compromising on regulatory standards.

The future of investing: How sustainability is shaping investor choices according...

The latest survey conducted by the Morgan Stanley Institute for Sustainable Investing and Morgan Stanley Wealth Management reveals a significant trend among individual investors...

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