Tag: Financial Analytics

RBC Wealth Management has teamed up with Canadian enterprise WealthTech provider d1g1t to advance its technology infrastructure and improve the digital experience for both...

The FCA’s Consumer Duty, introduced in July 2023, has become a driver of change across UK financial services. Its goal—to ensure good outcomes for...

As artificial intelligence becomes increasingly embedded in the wealth management sector, the emphasis is shifting from automation to augmentation. AI is no longer seen as a replacement for financial advisors but as a valuable partner that enhances their efficiency, supports compliance, and improves client outcomes. This evolution is clearly embodied in Kidbrooke’s AI-powered solution, Kate.

Since its official launch in July 2023, the Financial Conduct Authority’s (FCA) Consumer Duty has become a cornerstone of UK financial services regulation. Designed to ensure “good outcomes for retail customers”, the Duty has pushed financial institutions to rethink how they design, present, and support their products and services.

Key German WealthTech investment stats in 2024: German WealthTech investments dropped by 70% in 2024 YoY Average deal value dropped to $12.9m as investors...

TMX VettaFi has acquired Credit Suisse’s Bond Indices from UBS, further strengthening its fixed income index capabilities.

Retirement marks a significant transition in life, shifting from peak earnings to financial dependence on savings and pensions.

The initial stages of financial planning often receive significant focus in both digital and traditional advisory services. However, once a prospect becomes a client, ongoing engagement tends to diminish. This lack of interaction can leave clients feeling disconnected, resulting in missed opportunities for both the client and the wealth manager.

As the financial industry rapidly adapts to evolving technologies and client expectations, a few critical trends are shaping its future. AI, especially generative AI,...

In a recent interview, Fredrik Daveus, CEO of Kidbrooke, discussed the launch of KidbrookeONE, a transformative platform in wealth and asset management analytics.