With the proliferation of AI, it is easy for wealth management firms to get overwhelmed by the choice. There are countless solutions in the market all promising various benefits, so...Read More
Earlier this month, OpenAI unveiled its latest advancement in the world of generative AI, Sora. Unlike ChatGPT, its previous revolution in the world of generative AI, Sora allows users to...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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,...Read More
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...Read More