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
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
