Tag: WealthTech

Phoenix Venture Partners Limited (PVP), an Abu Dhabi-based venture capital fund manager, has led a $3.5m Pre-Series A financing round in Sav, an autonomous...

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

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

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

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

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...

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

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