Tag: Robo-advisors

A wealth advisor reviewing a client’s portfolio might now be alerted to a significant liquidity event timed around their child’s graduation. This is the kind...

Horizon Utah Federal Credit Union has announced a partnership with InvestiFi to provide members with direct access to a wide range of digital investing services through its online and mobile platforms.

Artificial intelligence is no longer a futuristic concept in wealth management—it is rapidly transforming how relationship managers (RMs) and advisors work, engage with clients,...

Artificial intelligence is fast becoming the backbone of modern wealth management, helping financial advisors and relationship managers balance personal touch with powerful data-driven insights. Tasks...

The Belgian Financial Supervisor FSMA has recently introduced the Retail Investor Dashboard, a new tool aimed at enhancing transparency in the financial market by...

Key trends in wealth technology for financial advisors: Findings come from a survey of 521 industry leaders to assess the impact of disruptive technologies...

As 2025 unfolds, wealth management is undergoing a significant evolution, driven by advancements in technology, shifting client expectations, and tightening regulations. Industry professionals must adapt quickly to this dynamic environment to remain competitive and relevant.

Wealth management is not just about augmenting capital—it’s equally about safeguarding it. In an era where market fluctuations can be swift and severe, the essence of wealth management lies in its dual approach: growth and security. This balance is maintained through meticulous risk management strategies, which play a pivotal role in helping clients achieve their financial goals while minimizing potential risks.

In a recent WealthTech survey conducted in January 2024 by Orion, 542 Principal, Portfolio Managers, Chief Operating Officers, Operations Staff, Compliance/Risk Managers and Others...

WealthTech's promising Q1 2024: Valuations soar as strategic buyers lead