Tag: Wealth management

Cryptocurrency is rapidly emerging as a vital asset class, transforming the financial landscape. However, the lack of visibility into cryptoassets has hindered advisors from delivering truly holistic advice. Indeed, a recent NBC poll revealed that one in five Americans has dabbled in cryptocurrency, underlining the urgency for advisors to step up their game.

Despite data being the lifeblood of wealth management, many firms lack complete and clean datasets. Brian Costello - head of data strategy and governance at Morningstar Wealth - recently sat down with FinTech Global to explore how ByAllAccounts is helping wealth technology enterprises, platforms and the wealth managers they serve improve their use of data.

Arta Finance, a leading FinTech company, has recently marked a significant achievement by opening its digital family office platform to all qualified investors in the United States.

Flanks, an innovative API for automated wealth services, has successfully secured £8m a Series A funding round led by Earlybird Venture Capital.

MarshBerry, a global M&A advisory firm for insurance brokers, has revealed that it has acquired IMAS Corporate Finance LLP (IMAS).

Emirates NBD has unveiled a cutting-edge digital wealth platform as part of its 60th-anniversary celebrations.

Vyzer, the trailblazing digital wealth management platform, has successfully wrapped up its seed funding round.

The transformation in the wealth management landscape is undeniable. To achieve consistent double-digit growth in this maturing industry, the focus must shift towards retail investors. These investors are a vast reservoir of opportunity, yet they present a set of challenges that many in the wealth management realm may find unfamiliar.

In a recent post by Kidbrooke, the company outlined how wealth management can be democratised by utilising financial analytics. 

In a recent post by WealthTech firm Velexa, the company outlined why wealth managers need to focus more on retail investors.