Founded in 2011, EV is one of the UK’s market-leading digital financial planning technology providers. The firm has developed solutions to re-engineer the financial planning and advice process to make it more...Read More
Staff leaving is never easy on any business, but advisor attrition can create significant impacts on wealth management firms that not only sees them lose expert talent but potentially lose...Read More
The WealthTech sector continues to have strong growth opportunities across major markets, like the US and Europe, but it is also gaining significant attraction in other markets around the world....Read More
Like many sectors, 2024 proved to be a tough year for the WealthTech sector. The economic landscape and geopolitical challenges meant many companies struggled, however, many companies still managed to...Read More
Headquartered in Brussels, KBC Asset Management was formed in 1998 and is part of the broader KBC Group. KBC Group focuses on integrated bank-insurance-asset management, and to date has over 12 million...Read More
The rise of AI has swept industries far and wide, and it has led to widespread innovation and disruption. In the wealth management sector, this has proven no different, with...Read More
As more companies in the financial services sector adopt cutting-edge technology, customers have an increased expectation of what their financial providers should be able to do. If a company cannot...Read More
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
