Tag: Wealth management

Zeplyn, a WealthTech company founded by former Google engineers, focuses on streamlining workflows for financial advisors through AI-powered solutions.

Fideuram Intesa Sanpaolo Private Banking (FISPB), the private banking arm of the Intesa Sanpaolo Group, has partnered with BlackRock to expand its digital wealth...

Wealth management firms risk losing billions through advisor attrition and yet most firms are not doing enough to prevent it, according to Juan Cruz Garzón, COO and co-founder of Fligoo.  

Key Singaporean FinTech investment stats in Q3 2024: Singaporean FinTech deal activity halved in Q3 YoY Average deal value dropped to $13.7m as investors...

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.  

Advisors navigating the fast-paced world of wealth management face increasing demands for seamless data access.

The wealth management industry is increasingly adopting specialized technology solutions to stay competitive, choosing top-tier systems that optimize the entire ecosystem. This trend necessitates straightforward,...

In a recent interview, Fredrik Daveus, CEO of Kidbrooke, discussed the launch of KidbrookeONE, a transformative platform in wealth and asset management analytics.

Wealthtime, a prominent adviser-focused platform business, has initiated a strategic partnership with Wipro, a global leader in technology services and consulting, and GBST, its global technology partner.

Artificial Intelligence (AI) is rapidly reshaping the landscape of wealth and asset management, offering innovative solutions that significantly alter how high-net-worth individuals manage their finances.