Tag: investor engagement

Wealth management is undergoing one of the most profound shifts in its history, driven by rapid advances in data analytics, automation and artificial intelligence. As...

TechSignals, a financial market analysis platform, has unveiled its integration with DXcharts, the HTML5 charting library developed by Devexperts.

As the global wealth management industry edges towards an estimated $171trn by 2027, firms face mounting pressure to keep pace with technological advancement and shifting client expectations. The sector, valued at $1.83trn in 2024, is undergoing a fundamental transformation, driven by the need for more personalised, real-time, and seamless digital interactions.

As the investment services industry braces for a wave of regulatory transformation, a new perspective is emerging—one that views compliance not as a cost centre, but as a catalyst for growth.

InvestNext, a company specialising in real estate investment management, has raised $15m in a Series B funding round.

Investa, the UK's first zero-commission listed options trading app, has successfully closed its inaugural crowdfunding campaign, securing £700k.

In the rapidly evolving digital landscape, traditional methods of portfolio oversight are increasingly inadequate against the mounting cyber threats. Recognising this shift, a strategic, programmatic approach to cybersecurity has become crucial for safeguarding investments and enhancing company valuations.

Position Green, an ESG FinTech company, has offered some insight into how firms can spark engagement among portfolio companies during the reporting season.