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The blockchain revolution in the wealth management landscape is already underway, and offers a more secure and transparent means for individuals and organizations to build a more sustainable economic ...
In 2023, asset managers saw record gains, exemplified by J.P. Morgan's asset and wealth management business, which reported $3.4 trillion in assets under management, a 24% increase from the previous ...
In the dynamic landscape of UK-based wealth and asset management firms, the paradigm of outsourcing is undergoing significant shifts, driven by a confluence of factors such as technological advanceme...
In recent years, financial markets have faced a phenomenon known as the “new standart”. This concept describes economic and market conditions that seemed abnormal and caused panic in the market, but h...
For many organisations, their website serves as a vital tool to attract new clients and forge lasting relationships. Yet, reports indicate stark disengagement, with nearly half of visitors to financi...
The world of investment and asset management is entering a new era where traditional methods are gradually giving way to innovative technological solutions. This transition, drive not only by technolo...
Retail investing has exploded in global popularity in recent years, with retail investors expected to account for 61% of global assets under management by 2030, up from 52% in 2021. The past few years...
The Securities Exchange Commission (SEC) is trying to instigate deep cultural change around compliance following a high-profile crackdown on ‘off-channel’ communications. Many firms find themselves i...
Wealth management is an industry with established rules and traditions. For example, one of the first private banks that provided asset management services – the British Coutts – has been operating si...
According to Gartner Peer Insights Reviews and Ratings, Microsoft (Power BI), Tableau, and Qlik are frequently the industry leaders in analytics and business intelligence platforms. However, how do t...
The Financial Conduct Authority's (FCA) recent Wholesale Data Market Study (MS23/1.5) underscores the pivotal role of wholesale data within the financial markets, highlighting its importance for a my...
The Financial Industry Regulatory Authority (FINRA) recently released its annual regulatory oversight report for 2024. This has been shared to provide firms with key insights and observations from the...