Tags: Wealth Management

The wealth management industry is being transformed by WealthTech, making financial services more accessible through advancements like AI and blockchain. Jurgen Vandenbroucke from EveryoneINVESTED highlights…

PIMFA WealthTech has partnered with Morningstar to launch an AI-focused Tech Sprint aimed at addressing operational challenges in wealth management. Scheduled for May 7, 2025,…

The wealth management sector is evolving from traditional robo-advisory systems to an advanced model called intelligent advisory, which combines artificial intelligence (AI) with skilled Relationship…

Flanks, a Barcelona-based FinTech specializing in wealth management automation, has raised €14 million in a funding round led by Motive Ventures, with participation from Battery…

In the U.S., couples are prioritizing financial stability, often buying property before marriage, prompting a need for tailored financial solutions. Traditional institutions struggle to meet…

A recent PwC survey of 521 industry leaders in asset and wealth management reveals how disruptive technologies like artificial intelligence (AI) and cloud computing are…

The wealth management industry is undergoing a major transformation driven by technology, changing client expectations, and a growing affluent demographic, projected to reach $2.6 trillion…

Geopolitical factors are increasingly shaping wealth management strategies, influencing global investment decisions and necessitating careful risk navigation. Political events such as U.S.-China trade tensions and…

WealthTech company OneVest has raised $20 million in a Series B funding round led by Salesforce Ventures, with participation from Allianz Life Ventures, TIAA Ventures,…

Prosper, a London-based wealth management platform, has raised £4 million in funding, led by Fuel Ventures, to enhance its services and accelerate growth. The investment…