Tag: Investing

While the wealth management sector is embracing technology to transform their operations, are there still some major issues that are waiting to be addressed? 

A first impression is arguably one of the most important. This can shape how someone perceives another person and can be difficult to change. However, these first impressions are equally important for a new customer of a wealth manager.

WealthTech has transformed the modern world of investing. No longer is wealth management locked off to the wealthy. Tools are now available that can support investors at whatever life stage they are in and build portfolios that can support their financial situation and plan for the future.

Alinea Invest, a pioneering WealthTech platform, has successfully secured $10.4m in a Series A funding round. The innovative app, tailored specifically for the Gen...

Data is a core aspect of wealth management and the latest advancements in technology are helping firms to improve their usage of data. Not only is this enabling them to become more efficient, but it is also improving the output of their advisors.

Private equity has emerged as an appealing investment avenue for those seeking diversification and high returns. However, navigating this sector can be complex, requiring a strategic approach. Understanding how to invest in private equity effectively is crucial to making informed financial decisions.

As more companies in the financial services sector adopt cutting-edge technology, customers have an increased expectation of what their financial providers should be able to do. If a company cannot complete tasks promptly or lacks essential capabilities, customers are likely to seek a new provider.

The UK leads the way in a slow week for FinTech, with just 16 deals completed globally and a total of $557.5m raised.  In a...

Client relationship management (CRM) has always been the cornerstone of success in wealth management, driving personalised support and client retention.

FinTech Global recently spoke to several leaders in the WealthTech space to highlight the WealthTech trends that stood out in the first half of 2024. Speaking to those same companies, the industry leaders offer an insight into the trends that will shape the remaining months of 2024.