Managers of Wealth Fintech

SEI Study Uncovers the Impact of Advisor Biases on Client Outcomes

It's important for advisors to understand risk along two dimensions

Three global fintech innovations that created real value

In each of the following examples, let’s consider how various companies identified real problems their customers faced and created a series of solutions.

How Wealth Managers Are Using Technology To Understand Their Clients Better

Almost half (45%) of wealth managers said that financial guidance from data analysis—and insights from the use of AI—will help them refine the advice they give to clients.

Think China’s data is an unbeatable AI advantage? A new report says otherwise

The research comes as the US and China, competing on so many economic and cultural fronts, are locked in a rivalry over AI technologies

Who will write the wealth industry’s future: Big banks or robo advisors?

To be sure, Stein’s corner of the market has become crowded as even more firms add digital advice platforms.

More than one in 10 firms losing over $10 million due to cyberattacks - RESEARCH

New survey highlights dramatic increase in cyber threats across the globe

Changing attitudes about cyber security

Companies should embed a risk-based mindset across every level of their organization.

Mobile Money Transfers to Exceed 200 Billion Transactions in 2024

Social payments are highly appealing to younger users

ESMA publishes report on the licencing of FinTech firms across Europe test

The Report addresses one of the five action points of the European Commission FinTech Action plan, namely ESMA’s mandate ‘to map current authorising and licensing approaches for innovative FinTech business models in Europe’.

Is banking security in Africa holding fintech back?

Most of this fraud was put down by the agency to bogus calls which make individuals think they’re talking to their bank, and, of course, phishing emails.

White Paper on Levels of Intelligence in Wealth Management

The white paper provides an overview on the state of the intelligent wealth management sector, investigates the needs and opinions of its customers, and offers a look ahead at the sector's future developments.

Resolving the Corporate Actions Paradox -The Case for Automation

The industry response to this risk and complexity has been to establish best practice, but this has introduced the paradox that risk can be reduced, efficiency increased, and services improved, but rarely all together.

Global wealth continues to build beyond Europe

The ultra-HNWI population declined by 4%, and their wealth declined by around 6%.

EY: Almost Two-Thirds of Asia-Pacific Consumers Actively Use Fintech

It’s a similar picture across the Asia-Pacific region, where the Index shows nearly two-thirds of consumers (64 percent) are active fintech users.

Banking apps are disappointing Canadians: study

“It is critical that banks and credit cards get the formula right, delivering the resources customers need, but also organizing it in a way that it is user-friendly,” Bob Neuhaus, vice president of financial services intelligence at J.D. Power

How Millennials and Gen Zers are Forcing Luxury Brands into E-commerce

Luxury is an emotional purchase, so why not allow a consumer to choose when or where they want to buy it?

Seven Countries Where Cryptocurrency Investments Are Not Taxed

Gaining tax residency in one jurisdiction often means you are not subjected to taxes in another residency, except for countries like the United States where you are taxed by citizenship and your worldwide income is liable.

The best digital banks in South Africa

The two banks have dominated the leadersboard since the measure was introduced in 2012.

Technology and Operations Investment Survey

What's driving transformation in asset management?

GCC listed banks’ results – ‘embracing digital’

The fourth edition of KPMG's GCC listed banks results report analyses the financial results of 56 listed banks from across the GCC.

Research