Tag: portfolio management

The trade association for wealth management, investment services, and financial advice, PIMFA, has urged the Financial Conduct Authority (FCA) to postpone the introduction of Sustainability Disclosure Requirements (SDR) for portfolio management by a year. 

Danelfin, a firm that leverages AI to enhance stock selection and portfolio management for retail investors, has secured €2m.

The UK Financial Conduct Authority (FCA) has published a policy statement confirming the final rules under the Sustainability Disclosure Requirements (SDR) and investment labels regime.

The PNC Financial Services Group, one of the largest diversified financial institutions in the US, and the TCW Group, a leading global asset manager, have announced a strategic partnership aimed at delivering private credit solutions to middle market companies.

In the rapidly changing landscape of financial services, the balance between regulatory compliance and user experience is more critical than ever. With digital transformations reshaping the industry and regulatory pressures mounting, financial institutions face the daunting task of providing seamless digital experiences without compromising on regulatory standards.

In a recent groundbreaking market research conducted in the UK by everyoneINVESTED, a significant revelation was made regarding investors' awareness of investment risks. The study, which delved deep into the intricacies of investment risk, found that individuals with prior investment experience, particularly those who had been profiled, demonstrated a heightened awareness and understanding of the risks associated with their investment choices.

WealthManagement.com’s survey included 371 respondents from advisors, c-suite executives and others across RIAs, Insurance firms, Regional investment firms, Wirehouse firms and Bank brokerages from...

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

IntellectAI has deployed its Wealth Qube solution at a top Indian wealth management firm, marking the first deployment by an IntellectAI’s Indian Wealth Stack...

WealthTech signifies much more than merely integrating technology into financial planning. At its core, it embodies a pivotal shift that is radically changing the dynamics of wealth management.