Tag: Investing

How will the Advice Guidance Boundary Review change wealth management in...

The new UK's Advice Guidance Boundary Review has been pitched as a 'once in a generation change', but how is it going to change the wealth management landscape? 

The funnel is working: What digital journeys really mean for the...

For a long time digital and physical channels were considered to be enemies, but new trends are showing a symbiosis of the two is the real market opportunity.

How WealthTech can shape the next generation of investors

Digital WealthTech platforms have helped make it easy for everyone to get access to their finances. Whether it is a banking app that allows...

Kalshi reportedly hits $22bn valuation after $1bn raise

Kalshi, a WealthTech platform that offers a prediction market for investors to trade on outcomes in real-world events, has reportedly raised around $1bn, according...

A total of $570m was raised across 26 FinTech deals this...

Global FinTech funding round activity stayed relatively stable this week, matching similar levels to last week.  A total of $570m was raised across 26 deals,...

The hidden cost of manual processes in wealth management

The digitalization of the wealth management industry has been in full swing for many years, with firms looking to replace outdated and manual workflows...

IG launches Junior ISA with up to £250 investment match

Investing and trading platform IG has launched a Junior Stocks & Shares ISA, offering new customers an investment match of up to £250 —...

Will younger generations change investing habits as they age?

With WealthTech helping to democratise access to investing, people have started to plan their financial future from a younger age. However, as they age will their habits change?

US firms dominated global WealthTech market from Q1 – Q3 as...

Key global WealthTech investment stats in Q1 – Q3 2025: Global WealthTech deal activity halved YoY in Q1-Q3 US continued to dominate the global...

Will there be another funding boom for WealthTech companies?

When the Covid-19 pandemic swept over the world, a shockwave spread across the financial market. The uncertainty raised questions about survivability and whether countless WealthTech startups might be forced to close their doors. However, the opposite occurred, leading to a short-lived boom.

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