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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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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...
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Are WealthTech companies feeling the pinch of less funding?
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...
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Boosting Financial Inclusivity: everyoneINVESTED’s survey reveals key insights for UK banking clients
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...
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