Tag: financial advisors

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.

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.

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

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....

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.

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

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

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

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