Tag: financial advisors

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...

Enlightenment Capital, an investment firm from the Washington DC area, recently announced a strategic investment in Ridgeline International, a specialist in proprietary intelligence and...

Carefull, an AI-driven FinTech platform, has taken a significant stride forward in its mission to safeguard the finances of older adults. The company successfully closed...

d1g1t, the institutional-grade wealth management platform catering to Financial Advisors, RIAs, and Multi-Family Offices, has successfully concluded a combined equity and venture debt financing round.