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Editorial
Revolutionising wealth management: Introducing KidbrookeONE for unmatched financial analytics
Kidbrooke, which has built a unified analytics platform for investment and wealth management, has released its latest solution, KidbrookeONE.  Initially, Kidbrooke made waves by crafting specialised market and insurance risk...
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Revolutionising wealth management: How AI and tech are setting new standards
The wealth management industry stands on the cusp of a monumental shift as we journey through 2024. According to IntellectAI, this change, fuelled by the rapid evolution of technology, signifies not...
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Could 2024 be a big year for tokenisation within wealth management?
It has been a few years since the digital asset hype took the world by storm and has since fallen to the background. Despite this, the asset type is still...
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What firms should know when looking to custodial independence for advisors
One of the biggest challenges that wealth firms face is providing their advisors with seamless access to custodial data. This is not just a technical hurdle, but a fundamental aspect...
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The future of profitability in investment management: Strategies and insights
In an era marked by shrinking operating margins, investment firms worldwide are intensifying their focus on financial discipline and the strategic forecasting of business growth. A new whitepaper from Aiviq delves into the reasons...
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The role of WealthTech in ESG investing
Environmental, social and governance (ESG) sits near the top of priority lists for many consumers, governments and businesses. As the world tries to encourage a more sustainable and fairer environment...
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Driving change with data: The evolution of sustainability in financial reporting
The macroeconomic environment is undoubtedly a focal point in today’s discussions within wealth management, banking, and insurance sectors. However, the urgency of addressing climate risks is rapidly ascending the agenda,...
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WealthTech experts highlight the key trends in the sector for 2024
As another year starts, it is the time to look ahead and attempt to predict what is to come and the biggest trends for the WealthTech sector in 2024. WealthTech...
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Was 2023 successful for WealthTech?
2023 proved to be another difficult year, with many businesses being forced to enter survival mode and clamps were placed on budgets and resources. WealthTech investment and deal activity were...
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With the Consumer Financial Protection Bureau’s (CFPB) proposed changes to personal financial data rights, open banking could soon make its way to the US As firms in the country get...
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