Tag: Wealth management

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...

The great wealth transfer is no longer a future concern — it is happening now. Trillions of dollars are expected to move between generations...

The digitalization of the wealth management industry has been in full swing for many years, with firms looking to replace outdated and manual workflows...

Despite being in the data age, many wealth management firms are yet to realise the full potential of their data. An EY study in 2025...

Hexure, a leader in AI-powered sales automation for insurance and financial services, has launched what it says is the first fully digital, end-to-end workflow...

A large, unnamed financial services group in South Asia has partnered with IntellectAI to enter the wealth management market through a deliberate, first-principles approach...

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...