Managers of Wealth Fintech

The hidden helping hand: expert reveals how AI tech is changing the industry

Beyond the bots: discover the AI tech shaping the wealth space with Croesus industry expert

Why it’s time to see KYC through a behavioural-finance lens

Pascal WealthTech President Mark Doyle urges advisors to rethink their approach to investor risk tolerance

Everest Group Names Capgemini a Leader in Application and Digital Services in Banking PEAK Matrix® Assessment 2021: Global and Europe Focus

The ADS banking IT services market grew by a CAGR of 6% in the last two years, as banks accelerated the adoption of digital platforms to orchestrate banking ecosystem and experiences.

Andrew Walsh and IRESS’ big plans beyond Xplan

What’s interesting about Iress is that for a firm built on the back of its success catering to the software needs of financial advisers, it has developed rather quickly into a diversified technology company with advice as an increasingly marginalise

Iress financial advice revenue drops 4%

Pro forma revenue was up 1% PCP to $298.7 million, while pro forma net profits after tax (NPAT) was up 9% PCP to $27.1 Million.

Fintech group acquires UK advice firm for £1.5m

Deal is the ‘first step’ towards the company unveiling its financial services app to the British market

How technology is putting private markets within reach of HNW clients

But in addition to recent revised SEC criteria for accredited investors, improved technology and pandemic-driven industry changes are driving an evolution in the alternative investment industry, resulting in expanded access to private equity and other pri

Deteriorating mental health and cybersecurity top HR risks

This is not only due to the isolation many people endured in the lockdown months though.

How finance technologies are transforming M&A deals

Exploring the possibilities of finance automation

Staking a profit with Decentralized Finance

They are scalable and have high transaction speeds.

KYC Will Not Protect Us, Bitcoin and Encryption Will

As regulators attempt to institute KYC and AML rules at the peril of our personal data, Bitcoin and encryption offer salvation.

JPMorgan, Lloyds moves may spur more wealth management fintech deals at UK banks

Big banks, which have gathered huge levels of deposits during the coronavirus pandemic, are seeking ways to bring down costs associated with their large, complex distribution networks

NAB, CIBC, Itaú Unibanco and NatWest launch open finance challenge

Participating teams can test, build and validate their ideas with mentorship from leaders within the banks and event partners.

‘Personal data’ – do you really understand what it means?

This definition provides for a wide range of personal identifiers to constitute personal data, including name, identification number, location data or online identifier, reflecting changes in technology and the way organisations collect information about

Comment & Analysis