In a recent article published by Forbes, Forrester shared their predictions for thewealth management industry in 2025. Forrester anticipates that wealth managementorganizations will increasingly adopt innovative digital approaches – such as AIintegration and tokenized assets – to attract younger investors. Until recently, AI technology was not fully equipped for large-scale implementation inthe industry. However, as…
In recent years, during rapid fluctuations in global markets caused by unexpected geopolitical tensions and the pandemic, investors relying on outdated data suffered significant losses as stock prices plummeted within hours. Meanwhile, those with on-time portfolio state and reporting from advanced digital platforms were able to make quick, informed decisions, either mitigating their losses or…
The global average cost of a data breach in 2024 has risen to $4.88 million, reflecting the increasing risks businesses face, according to the recent IBM Report. Strengthening cybersecurity is no longer optional but essential for protecting both financial assets and brand reputation. Companies that invest in robust security measures are better positioned to navigate…
For 77% of ultra-high-net-worth individuals, 24/7 access through digital channels is a critical expectation when selecting a WM firm, reflecting the rising importance of always-available connectivity, according to Capgemini’s World Wealth Report 2024. Moreover, some UHNWIs want a hands-on, digital channel approach for DIY investing and to explore offerings and invest at their own pace….
