Tag: portfolio management
US strengthened its WealthTech dominance further, securing over half of all...
Key global WealthTech investment stats in H1 2026: Global WealthTech deal activity grew 21% YoY
US companies secured over half of all deals in...
FinTechs dominate customer-facing AI use cases with mobile money gap widest...
Key views on AI use case adoption across traditional FIs and FinTechs: The Cambridge Centre for Alternative Finance surveyed 203 FinTechs and 149 traditional...
SEC AI checks put firms’ governance under scrutiny
The US Securities and Exchange Commission’s Division of Examinations has begun requesting information from financial firms about their use of artificial intelligence, according to...
US WealthTech investment halved YoY as deals over $100m dropped in...
Key US WealthTech investment stats in Q2 2026: US WealthTech investment halved YoY in Q2 2026
Deals over $100m dropped by 65% as investors...
Nearly a fifth of asset managers yet to use AI, with...
Key views on Adoption of AI and Gen AI in asset management: Acuity Analytics surveyed 80 senior asset management representatives across the Americas, Europe...
US extended dominance as the leader in the WealthTech market with...
Key global WealthTech investment stats in Q2 2026: Global WealthTech deal activity dropped 10% YoY in Q2
US extended dominance as the leader in...
Why fragmented AI is undermining P&C underwriting
Artificial intelligence is becoming central to the future of property and casualty (P&C) insurance, with carriers investing heavily in tools designed to improve underwriting,...
California emerged as the main US WealthTech hub in Q2 as...
Key US WealthTech investment stats in Q2 2026: US WealthTech deal activity grew by 27% YoY
California emerged as the main US WealthTech hub...
US cemented its place as the global WealthTech hub attracting half...
Key Global WealthTech investment stats in Q2 2026: Global WealthTech funding dropped 67% YoY in Q2
US companies secured half of the top 10...
US firms topped World Cup WealthTech activity, sweeping over half of...
Key World Cup WealthTech stats since 2023: Beyond the pitch: A World Cup edition of the global WealthTech rankings
Global WealthTech deal activity among...
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