Tag: Wealth management
Who is responsible when the AI adviser gets it wrong?
With the growing adoption and capabilities of agentic AI, many wealth managers are looking to the technology as a way to grow their customers...
Kidbrooke: why scattered product data puts trust at risk
Ask three teams inside a financial institution to describe the same savings product, and according to Kidbrooke, you may well get three subtly different...
DBS and Avaloq deepen alliance to drive Asian wealth growth
DBS, the Singapore-headquartered bank with a leading wealth franchise, has agreed a memorandum of understanding (MoU) with wealth management technology provider Avaloq to broaden...
Personalisation has become table stakes, so what’s next?
Personalisation has been a major trend in wealth management for many years to the point it is now seen an expectation, rather than as...
The advice continuum threatens holistic financial planning
The financial advice market is no longer a simple choice between doing it yourself and paying for a full-service adviser. According to Ortec Finance,...
InvestGB unifies wealth operations on Avaloq platform
Gulf Capital Investment Company KSCC (InvestGB), the investment division of Gulf Bank, has finished a front-to-back overhaul of its operations by moving onto technology...
WealthAi agents automate wealth client onboarding
WealthAi, an AI-powered operating system built for wealth managers and advisers, has introduced a set of AI agents that manage client onboarding and KYC...
US WealthTech deal activity projected to decline 15% in 2026 as...
Key US WealthTech investment stats in H1 2026: US WealthTech funding dropped 13% YoY in H1
Deal activity projected to decline 15% for 2026...
UK retained its position as the main European WealthTech hub attracting...
Key European WealthTech investment stats in Q2 2026: European WealthTech deal activity dropped 21% YoY in Q2
UK retained its position as the main...
WealthReach, Domain Money and Savology unite for advisors
WealthReach, an AI-driven organic growth platform designed for RIAs and wealth managers, has joined forces with Domain Money and Savology to help advisory firms...
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