Tag: Wealth management

Ortec Finance, a provider of financial decision-making technology, has appointed Jamie Holland as senior client manager within its Global Wealth Solutions team in the...

Wealth management is approaching a structural inflection point as artificial intelligence shifts from isolated experimentation to becoming embedded in decision-critical workflows. Across advisory businesses, AI...

BIP Wealth, an Atlanta-headquartered registered investment advisor with more than $5.5bn in assets under management, has secured a strategic minority investment from Constellation Wealth...

Consumer Duty has moved decisively beyond its implementation phase and into a period defined by scrutiny and substance. For UK wealth and retirement firms,...

NatWest and Evelyn Partners have announced a major transaction that will reshape the domestic private banking and wealth management landscape. The acquisition is designed to...

For decades, many wealth management firms have viewed younger investors as a future opportunity rather than a priority for today. The assumption was that...

WealthAi, a WealthTech company building what it describes as the global wealth management industry’s first AI-driven operating system purpose built for advisers, family offices...

Kidbrooke has warned wealth managers not to be dazzled by “features and pricing” when selecting analytics technology, arguing that the most expensive mistakes tend...

Asset and Wealth Management trends: 300 global asset and wealth management leaders were surveyed on convergence and growth trends over the next five years ...

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...