Tag: MiFID II
Why private banks are ditching fragmented advisory tools
The question of which software leading private banks rely on for investment advisory has no single-product answer, according to WealthTech firm fincite. Instead, a distinct...
CBI review exposes weak spots in MiFID compliance
The Central Bank of Ireland (CBI) has raised the stakes for the country's MiFID investment firms, publishing a Thematic Assessment on 18 May 2026...
How Theta Lake is helping regulators define safe AI
As artificial intelligence reshapes financial services at pace, the question of what responsible adoption actually looks like in practice has become one of the...
How regulatory reform is exposing MiFIR governance cracks
Transaction reporting has always been the backbone of market abuse surveillance, but the rules of the game are shifting. As regulators deepen their reliance...
Why $300bn in compliance spending still isn’t working
Every year, financial institutions collectively spend over $300bn on compliance. That figure, drawn from research spanning global banking, insurance, and asset management, has grown...
How to stress-test a compliance archive before regulators do
Communications archiving has transformed from a back-office checkbox into one of the most fiercely contested battlegrounds in regulated technology this year. Twelve months ago,...
How financial simulation engines close the advice gap
The retirement planning tools used by most financial institutions share a fundamental flaw: they assume the future moves in a straight line. Enter your savings,...
Legacy WealthTech platforms are costing you clients
Private banking chief information officers are sitting on an uncomfortable truth: if your core platform was built five to seven years ago, you are...
fincite’s 4 AI use cases easing the burden on advisers
WealthTech firm fincite says artificial intelligence could support up to 70% of advisory tasks by 2030 and is positioning its CIOS platform as the...
How AI is reshaping wealth management advisory
Artificial intelligence is no longer a distant ambition for the wealth management industry — it is rapidly becoming a practical necessity. According to WealthTech platform...
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