Instead of sacrificing today for tomorrow's nest egg, many Gen Zers are putting their mental health and present happiness ...

How embedded finance analyzes user behavior, transaction history, and individual preferences, allowing financial product recommendations to align perfectly with each customer's unique needs, and ...

JPMorgan Chases AI tools helped it boost sales to wealthy clients and efficiently manage customer concerns during Aprils ...

Lexington Partners is one of the world's largest and most experienced managers of secondary and co-investment strategies, with over US$76 billion in total capitalisation and more than 31 years in this ...

The inaugural "Wealthtender Voice of the Client Study" found that 89% of client reviews focus on relationships and emotional ...

Mercer Advisors’ Kara Duckworth explains why women shouldn’t be considered a “niche” market in wealth management even if they ...

80% of wealth managers believe AI will revolutionize the industry by 2025, particularly in portfolio management and risk ...

At IFGS 2025, the panel discussion ‘The great wealth transfer: wealthtech’s time to shine’ focused on the evolving nature of ...

Fintech deals for banks are in bloom going into May, but pests like problematic levels of relay fraud to bots conducting ...