Tag: Wealth management

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...

AI in wealth management is entering a phase where being “smart” is no longer enough. Users have grown used to systems that can calculate,...

AI adoption across UK financial services is facing a “reality check”, according to new research from RegTech firm Aveni, which suggests that while enthusiasm...

FinTech Global recently spoke to Zaliia Gindullina, head of business development at WealthTech provider Kidbrooke, on whether 2025 was a good year for the...

As wealth management firms look ahead to the next 12 months, many will be getting their priorities into place, but what should be near the top of that list?

Wealth management is experiencing a fundamental shift in how advice is delivered and perceived. Client expectations are no longer anchored to annual reviews or...

As the industry draws a line under 2025, it would be easy to characterise the year through its loudest narratives: the backlash against ESG,...