Tag: Investment management

Investment firms risk losing momentum around new product launches as lengthy marketing approval processes delay the distribution of promotional material, according to Red Oak,...

Key Global WealthTech investment stats in Q3 2026: Global WealthTech funding grew 54% YoY Six countries were represented across the top 10 WealthTech deals...

US investment managers expecting a more relaxed regulatory environment in 2026 may need to reconsider. Regulatory scrutiny remains focused on investor protection, fiduciary responsibilities...

Key US WealthTech investment stats in Q3 2026: US WealthTech funding hit five-quarter high in Q3 after capital invested doubled YoY Average deal value...

Key US WealthTech investment stats in H1 2026: US WealthTech funding dropped 13% YoY in H1 Deal activity projected to decline 15% for 2026...

NFU Mutual, the rural insurer that ranks as the largest in its field in the UK, has chosen a combined offering from Bloomberg and...

Key European WealthTech investment stats in Q2 2026: European WealthTech deal activity dropped 21% YoY in Q2 UK retained its position as the main...

Key views on Impact of automation and AI across asset management functions: Acuity Analytics surveyed around 80 senior asset management representatives across the Americas,...

Vanguard is set to acquire Altruist, an AI-enabled WealthTech and custody platform for financial advisors, as the investment giant looks to expand access to...

Key US FinTech investment stats in H1 2026: US FinTech deal activity grew 25% YoY Californian companies retained their top spot in the US...