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...Read More
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...Read More
When the world went into lockdown in 2020 in a bid to stop the spread of Covid-19, many companies went into a state of survival. Many were forced to furlough...Read More
The global FinTech sector is experiencing a significant decline in funding. While people feared Covid-19 would impact funding, 2020 and 2021 all proved to be some of the strongest years...Read More
Much like consumers in Italy and France, investors in the UK have similar risk profile patterns, and everyoneINVESTED believes its risk profiling solution could become the market standard. everyoneINVESTED came to...Read More
The gender pay gap attracts a lot of attention and people around the world are fighting to fix the issue and ensure equality. However, the gender wealth gap is just...Read More
Despite data being the lifeblood of wealth management, many firms lack complete and clean datasets. Brian Costello – head of data strategy and governance at Morningstar Wealth – recently sat...Read More
WealthTech is a highly competitive market that continues to welcome more startups each year. In fact, a recent report from 360 Research Reports claimed that the market size will rise...Read More
Post-deadline, the financial industry is grappling with the new standards set by the UK’s latest regulatory mandate. The objective of this update is to bring more transparency and accountability to...Read More
The transformation in the wealth management landscape is undeniable. To achieve consistent double-digit growth in this maturing industry, the focus must shift towards retail investors. These investors are a vast...Read More
