Tag: Kidbrooke

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? 

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.

Retail investment and preparing for retirement is gaining traction in the Middle East. For Fredrik Davéus, CEO and co-founder of Kidbrooke, this isn’t just...

As the Netherlands' pension sector navigates its Wet toekomst pensioenen (Wtp) transition, a growing body of regulatory guidance and independent research suggests that the...

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

The most significant reform to the Dutch pension system in recent memory — the Wet toekomst pensioenen (Wtp) — has entered its decisive phase....

Morgan Stanley recently disclosed that more than $100bn migrated from digital and workplace channels into advisor-led relationships in a single year. For Kidbrooke, this...

Environmental, Social, and Governance (ESG) has become an increasingly important area within the wealth management sector. However, ESG data consistency is still far from...

The great wealth transfer is no longer a future concern — it is happening now. Trillions of dollars are expected to move between generations...

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digitalization of the wealth management industry has been in full swing for many years, with firms looking to replace outdated and manual workflows...