Advisory & Brokerage

Navigating the future: Top wealth management trends in Q1 2024

Navigating the future: Top wealth management trends in Q1 2024

As we delve into the initial months of 2024, the wealth management sector stands at the cusp of transformation, propelled by technological advancements and a challenging economic landscape.
wealth

How is technology democratising wealth management?

In a recent post by Kidbrooke, the company outlined how wealth management can be democratised by utilising financial analytics. 

Asia-Pacific to drive the growth in crypto asset management, as the market is expected...

The global crypto asset management market is expected to grow from $386m in 2020 to $1.12bn in 2025, according to new research.
Federal-prosecutors-seize-nearly-$700m-in-assets-from-FTX-founder

Federal prosecutors seize nearly $700m in assets from FTX founder

Federal prosecutors have reportedly seized around $700m in assets from FTX founder Sam Bankman-Fried, as part of an ongoing court case.
WealthTech Envestnet offers $500m in convertible notes

WealthTech Envestnet offers $500m in convertible notes

Envestnet, a developer of technology and systems for wealth management and financial wellness, has priced an offering of $500m in convertible notes.

Spiking scores $750k for stock market advice

Stock market tracking app Spiking has raised $750,000 in a seed round of funding from a group of individual investors.

Altruist using fresh funding to build first fully integrated digital broker for financial advisors

Altruist has secured $8.5m in a Series A round led by Venrock to help it build the “first fully integrated digital brokerage platform for financial advisors.”

The 38 FinTech funding rounds raised last week highlight the success of payments companies...

While the payments industry has reason to celebrate, last week also proved a boon for 38 FinTech companies closing investment rounds. The FinTech industry returned...

GoBear collects $80m in funding to support product enhancements

Financial product comparison platform GoBear has closed an $80m funding round to support product enhancement.

Danske Bank unveils carbon-neutral mortgage in select UK regions

Danske Bank has launched its Danske Carbon Neutral Mortgage in the South East, South West and East of England regions in the UK.

News Stories

In the realm of insurance, the claims process stands as a pivotal point in shaping overall customer satisfaction. Simplifai explores this process from the handlers’ perspective, to give valuable insights into how to improve it across various insurance lines and regions.

Transforming customer experience in insurance claims handling

In the realm of insurance, the claims process stands as a pivotal point in shaping overall customer satisfaction. Simplifai explores this process from the handlers’ perspective, to give valuable insights into how to improve it across various insurance lines and regions.
2024

What are the key governance, risk and compliance trends in 2024?

In ViClarity’s recent annual GRC trends report, the company focused on the key trends which are impacting many industries throughout 2024.
Pacific Life’s Workforce Benefits business, a leading provider of employee benefits solutions, has announced its integration with Selerix to elevate real-time benefits administration. 

Pacific Life and Selerix join forces for real-time benefits administration

Pacific Life’s Workforce Benefits business, a leading provider of employee benefits solutions, has announced its integration with Selerix, a comprehensive benefits administration platform.
UK

Liz Oakes, Carolyn Wilkins appointed to key roles on UK Financial Policy Committee

The Financial Policy Committee (FPC), pivotal in shaping UK financial policies, has welcomed Liz Oakes as a new external member and confirmed Carolyn Wilkins...
Arch Insurance International, a leading insurance company, has announced the appointment of Kirsten Valder as Deputy CEO, effective immediately.

Arch Insurance names new deputy CEO

Arch Insurance International, a leading insurance company, has announced the appointment of Kirsten Valder as Deputy CEO, effective immediately.

Download the free AIFinTech100 report

FREE

Download the AIFinTech100 report for 2023 with details on each solution

120,000+ FinTech leaders get exclusive industry stories delivered every week