Tag: Wealth management

Despite widespread recognition of artificial intelligence as the defining technology of our era, the wealth management sector remains caught in a frustrating paradox: ambition...

CaixaBank has launched GlobalView, a financial positions aggregator that allows its wealth management clients to consolidate and analyse holdings across multiple financial institutions through a...

For a long time digital and physical channels were considered to be enemies, but new trends are showing a symbiosis of the two is the real market opportunity.

BridgeWise, a wealth AI provider, has published its inaugural State of AI for Wealth in 2026 report, revealing that nearly four in five investors...

Artificial intelligence is no longer a distant ambition for the wealth management industry — it is rapidly becoming a practical necessity. According to WealthTech platform...

Artificial intelligence is reshaping industries at a remarkable pace. A McKinsey survey conducted between June and July 2025, covering nearly 2,000 companies across 105...

Financial plans built on static assumptions are increasingly struggling to maintain credibility in today's fast-moving environment, according to a new report from Ortec Finance. With...

FNZ, the global wealth management platform, has launched FNZ Select, a new premium service offering designed to provide clients with elevated service levels, expanded...

Digital WealthTech platforms have helped make it easy for everyone to get access to their finances. Whether it is a banking app that allows...

Prometeia is expanding its international presence through its dedicated Luxembourg branch. The Italy-headquartered advisory and analytics group brings more than 50 years of experience across...