Tag: WEALTH

As wealth management companies settle into 2026, they are looking ahead to the next 12 months and what trends will define the year. WealthTech has...

As the wealth management sector eagerly looks to embrace the exciting use cases of agentic AI, can they really trust these tools? While AI has...

Firms across the wealth and asset management sector continue to digitise their operations. A core area to update is digital trading tools.  

Advisor attrition is a critical challenge in the wealth management industry, and yet most firms are not doing enough to prevent it, according to a new report from Fligoo.  

Prior to the pandemic, wealth management was a sector known for its personal, high-touch interactions. Customers expected face-to-face meetings in exclusive offices, often with...

AlTi Global, an independent global wealth and alternatives manager, has secured a strategic investment of up to $300m from Allianz X.

ThoughtLab conducted a global survey from September to November 2023, engaging 2,000 investors from diverse backgrounds in terms of wealth, age, gender, and location....

Consumer Duty has now been live in the UK for several months. Wealth management firms spent many resources preparing themselves to be ready for...

FinTech Global, a specialist research firm, has released its WealthTech Market Map, which will serve as an informative guide for financial institutions, wealth and asset management and private banks looking to navigate the burgeoning sector.

As we move deeper into 2023, AI breakthroughs are dominating the global business landscape. The capabilities of generative systems and large language models have gripped the public's attention, with companies across various sectors investing heavily in these AI-centric technologies. However, the success of these investments heavily relies on the quality of data used to train these systems and the in-house expertise of the organisations implementing them.