Wealth management firms risk losing billions through advisor attrition and yet most firms are not doing enough to prevent it, according to Juan Cruz Garzón, COO and co-founder of Fligoo. Advisor...Read More
Advisor attrition is a critical challenge in the wealth management industry, and yet most firms are not doing enough to prevent it, according to a new report from Fligoo. The movement...Read More
Artificial Intelligence (AI) is rapidly reshaping the landscape of wealth and asset management, offering innovative solutions that significantly alter how high-net-worth individuals manage their finances. WealthArc, which helps firms manage...Read More
Technology has transformed banking into flexible system that can no longer rely on the mantra of one-size-fits all. Banks need to meet the modern demands of customers. While this might...Read More
Client relationship management (CRM) has always been the cornerstone of success in wealth management, driving personalised support and client retention. In today’s digital-first world, client expectations are shifting toward greater...Read More
When you’re young, the idea of retirement seems like a far-off dream, and preparing for it can wait until tomorrow. However, the sooner people think about it, the better. With...Read More
During the third quarter of 2024, the wealth management sector witnessed shifts, heavily influenced by sustainability, digital innovation, and regulatory adjustments. According to Kidbrooke, the escalating importance of climate risk modelling...Read More
Generative AI’s acceptance into the world of wealth management is continuing at a rapid pace. Both WealthTechs and wealth/asset management firms are starting to embrace the technology with new solutions....Read More
The WealthTech market continues to grow at a steady rate and is becoming increasingly interwoven with the wealth and asset management sector. In fact, the WealthTech sector was valued at...Read More
FinTech global recently sat down with Fredrik Davéus, the CEO and co-founder of financial analytics API developer Kidbrooke. During the discussion, Davéus discussed market data aggregation and financial product management and...Read More
