Tag: Wealth management

Financial plans built on static assumptions are increasingly struggling to maintain credibility in today's fast-moving environment, according to a new report from Ortec Finance. With...

FNZ, the global wealth management platform, has launched FNZ Select, a new premium service offering designed to provide clients with elevated service levels, expanded...

Digital WealthTech platforms have helped make it easy for everyone to get access to their finances. Whether it is a banking app that allows...

Prometeia is expanding its international presence through its dedicated Luxembourg branch. The Italy-headquartered advisory and analytics group brings more than 50 years of experience across...

Financial analytics firm Prometeia is deepening its footprint in the Spanish market, targeting the country's rapidly growing wealth and asset management sector with a...

The best WealthTech software goes unnoticed — until it doesn't. Advisors toggling between multiple systems to find the same client data, status changes vanishing...

LGT Wealth Management UK, a leading private banking and asset management firm backed by the Liechtenstein Princely Family, has selected Addepar, a global data...

Flanks, a WealthTech company focused on data-led wealth management insights and automation, has launched the AI Financial Advisor, a wealth intelligence co-pilot designed to...

A long-standing divide has shaped how sustainability data flows through the investment world. According to ACA Group, public companies have operated for years under...

Environmental, Social, and Governance (ESG) has become an increasingly important area within the wealth management sector. However, ESG data consistency is still far from...