Tag: wealth transfer

Unlocking the future of wealth: Strategies for intergenerational wealth transfer in...

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...

AI-powered financial safety platform Carefull nets $16.5m in Series A funding

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...

Driving growth in WealthTech: The critical role of adaptive IT architecture

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

Is the era of robo-advisors over?

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?

How technology can improve wealth transfer

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?

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