Tag: WealthTech

Governance, not adoption, is compliance’s real AI test

AI has moved from an emerging technology to a core part of the compliance conversation, and firms are now grappling with how to turn...

GenAI threatens investment firms from both sides

Investment firms have long sold trust as their core product, but generative AI is now testing that promise from every angle. According to ComplyAdvantage,...

Multi-market growth is multiplying compliance risk, fast

More assets than ever now sit across three or more jurisdictions, and the compliance surface area facing global asset managers has never been larger,...

Ortec Finance warns on cascading polycrisis risk

Institutional investors are facing a world where geopolitical, economic and environmental risks no longer arrive in isolation, but collide and compound one another, according...

Twenty7tec launches Steppl client portal

Twenty7tec, a technology provider serving mortgage, protection and pension advisers, has introduced Steppl, a new client engagement platform built with artificial intelligence readiness at...

TreasurySpring appoints Olivia Maguire as senior director

TreasurySpring, the global cash investment platform helping institutions manage surplus liquidity, has named Olivia Maguire as its new Senior Director, Capital Markets. The hire is...

Why approved content still creates compliance risk

Compliance teams have traditionally treated content approval as the point where marketing and communications risk is addressed. An advert, email or social media post...

Why FinTechs can’t relax once AMLA takes charge

The EU's new Authority for Anti-Money Laundering and Countering the Financing of Terrorism (AMLA), passed by the European Parliament in 2024, is designed to...

PensionBee launches automatic pension withdrawals

PensionBee, a leading provider in the consumer retirement market, known for its digital-first approach to pension management, has launched a new Automatic withdrawals feature...

European WealthTech funding dropped 46% in Q2 as investors grew cautious 

Key European WealthTech investment stats in Q2 2026:  European WealthTech funding dropped 46% QoQ in the second quarter   Average deal value fell 24% to $10.1m as investors grew cautious  Bunch, a German WealthTech company providing infrastructure...

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