Tag: wealth transfer

The impending great wealth transfer is poised to redefine the financial landscape of the Middle East. Kidbrooke, which offers outcome-driven analytics and data management...

Carefull, an AI-driven FinTech platform, has taken a significant stride forward in its mission to safeguard the finances of older adults. The company successfully closed...

The WealthTech landscape is undergoing constant transformation. A significant driver of this change is the influx of younger customers due to the great wealth...

Go back a few years and robo-advisors were the talk of wealth management. Panel discussions were often dominated by the prospects of robo-advisory, but nowadays they are rarely mentioned. What happened to the robo-advisor hype?

Wealth transfer is an important topic for all wealth managers, but most fail to keep hold of the heirs. But what if there was a way to boost retention rates?