336 Results from /wealth
David Clee Co-Founder & CEO at MirrorWeb
Compliance doesn’t need to be flashy to be critical. In today’s regulatory climate, communications archiving has moved from operational afterthought to strategic necessity. Regulators like the SEC and FINRA aren’t tolerating gaps, and excuses won’t hold up. If your archiving strategy is outdated or inconsistent, you're not just exposed...you’re in
01 April 2025 /regulation /wealth RegTech
Luke Allchin Director - North America at RFI Global
New data shows that liquid wealth has declined significantly since 2022 after a steady increase since the pandemic. Why is this? And, with overall wealth rising, where are US investors putting their money? The pandemic drove liquid wealth to new levels The COVID-19 pandemic was a watershed moment for the global economy, and its effects are still ec...
31 March 2025 /wealth /retail Trends in Financial Services
Denis Shafranik Co Founder at Concentric
As funding and building a business gets harder, takes longer and becomes more complex, startup founders need VCs to be a true partner on their growth journey. Startup investing in 2024/25 is a different ballgame to a few years ago when funding was plentiful and rapid growth curves were the norm. Deals are still happening and there are still exciti...
19 March 2025 /wealth /startups
As UK pension reforms promise to channel more funding towards VC, there is a significant opportunity to earmark some of this for grassroots ‘funds of funds’, supporting entrepreneurial and emerging managers powering the early-stage innovation pipeline. The 2025 UK pension shake-up could spark an exciting new period for VC funding across Europe....
12 March 2025 /wealth /predictions Trends in Financial Services
Dmytro Spilka Director and Founder at Solvid, Coinprompter
ISAs are a popular investment option in the UK, offering tax efficiency and potential long-term returns. But which individual savings account option is best for tackling periods of high inflation? When you invest in an ISA, the profit you make is exempt from capital gains tax (CGT). These types of savings accounts also shield your money from inco...
10 March 2025 /wealth
Harriet Christie Chief Operating Officer at Mirrorweb
Emojis. Once a playful sentence garnish for messages between friends, they’ve now infiltrated business communications, from Slack to Teams, SMS and even emails. And while they may seem harmless, they’re a growing compliance risk that most firms aren’t equipped to handle. In regulated industries, every piece of communication — every “thumbs up” �
07 March 2025 /regulation /wealth RegTech
Let’s face it: iMessage isn’t just where we share memes, plan dinner, or chat with friends anymore. It’s also where business gets done—and that’s a big deal in financial services. From quick client updates to team decisions, financial professionals have been using mobile messaging apps like iMessage to communicate for years. Convenient? Absolute
06 March 2025 /regulation /wealth RegTech
Vivek Dubey Senior Manager at Capgemeini
The Future of Wealth Management and Private Banking: How Agentic AI is Transforming the Industry In the world of wealth management and private banking, the stakes are high. Clients entrust their life savings, dreams, and legacies to financial advisors and institutions, expecting not just returns, but also personalized service, security, and peace o...
22 February 2025 /wealth /predictions
Jack Land Head of Marketing & UK Growth at MetaWealth
The tokenisation of real-world assets (RWAs) is gaining serious momentum in 2025, with industry experts predicting that $50 billion in total RWA on-chain value will be reached this year. Converting ownership of real-world assets such as bonds, real estate or commodities into digital tokens on a blockchain enhances liquidity and transparency. Finan...
19 February 2025 /wealth /crypto Innovation in Financial Services
Shuvo G. Roy Industry Solutions & Head Financial Services EMEA at Mphasis
Britain's cost of living crisis isn't up for debate. It's real, and it's biting hard. With the Consumer Prices Index (CPI) surging by 10.1% year-on-year, the squeeze on household finances is undeniable. Rising inflation, soaring energy costs, and stagnant wages are putting unprecedented pressure on consumers and businesses, with families struggli...
19 February 2025 /wealth /inclusion Banking
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