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How Is Technology Transforming Wealth and Asset Management Firms?
March 11, 2025
How Is Technology Transforming Wealth and Asset Management Firms?

The latest technology is revolutionizing wealth and asset management by enhancing data usage and integration. Data, now considered a crucial strategic asset, has evolved from being a simple reporting tool into a key driver of efficiency and improved advisory capabilities.

Flanks Secures €14M to Revolutionize Wealth Management with Flanks LUME
March 10, 2025
Flanks Secures €14M to Revolutionize Wealth Management with Flanks LUME

In a significant move poised to transform the wealth management landscape, Flanks has successfully raised €14 million in an equity funding round led by Motive Ventures, with significant contributions from Battery Ventures and existing investors Earlybird, JME Ventures, and 4Founders

MacroScore Unleashes AI-Driven Economic Insights for Wealth Managers
March 10, 2025
MacroScore Unleashes AI-Driven Economic Insights for Wealth Managers

In an era where precision and agility in economic decision-making define success, wealth managers constantly seek innovative tools that offer deeper, actionable insights into their investment strategies. One groundbreaking solution is MacroScore™, a cutting-edge product from JBI Metia developed in

Strategies for Effective Multi-Jurisdictional Wealth Management
March 10, 2025
Strategies for Effective Multi-Jurisdictional Wealth Management

Managing wealth across multiple countries presents an array of complexities and opportunities that require careful navigation and strategic planning. High-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals often lead the way in adopting effective strategies to optimize returns, protect assets, and plan

How Will AI Integration Transform Wealth Management with Practifi?
March 7, 2025
How Will AI Integration Transform Wealth Management with Practifi?

In today’s rapidly evolving financial environment, wealth management firms face a constant challenge to efficiently manage client relationships while also driving growth. The advent of artificial intelligence (AI) presents a remarkable opportunity to address these challenges. Practifi, a leading CRM

Is ESG Investing Still Promising Amid Political and Regulatory Changes?
March 7, 2025
Is ESG Investing Still Promising Amid Political and Regulatory Changes?

Environmental, Social, and Governance (ESG) investing has seen significant shifts, influenced by varying regional approaches, political climates, and regulatory frameworks. Once hailed as a transformative force in the investment landscape, ESG investing is now confronting complex challenges and skepticism. As

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How Is Technology Transforming Wealth and Asset Management Firms?
March 11, 2025
How Is Technology Transforming Wealth and Asset Management Firms?

The latest technology is revolutionizing wealth and asset management by enhancing data usage and integration. Data, now considered a crucial strategic asset, has evolved from being a simple reporting tool into a key driver of efficiency and improved advisory capabilities.

Flanks Secures €14M to Revolutionize Wealth Management with Flanks LUME
March 10, 2025
Flanks Secures €14M to Revolutionize Wealth Management with Flanks LUME

In a significant move poised to transform the wealth management landscape, Flanks has successfully raised €14 million in an equity funding round led by Motive Ventures, with significant contributions from Battery Ventures and existing investors Earlybird, JME Ventures, and 4Founders

MacroScore Unleashes AI-Driven Economic Insights for Wealth Managers
March 10, 2025
MacroScore Unleashes AI-Driven Economic Insights for Wealth Managers

In an era where precision and agility in economic decision-making define success, wealth managers constantly seek innovative tools that offer deeper, actionable insights into their investment strategies. One groundbreaking solution is MacroScore™, a cutting-edge product from JBI Metia developed in

Strategies for Effective Multi-Jurisdictional Wealth Management
March 10, 2025
Strategies for Effective Multi-Jurisdictional Wealth Management

Managing wealth across multiple countries presents an array of complexities and opportunities that require careful navigation and strategic planning. High-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals often lead the way in adopting effective strategies to optimize returns, protect assets, and plan

How Will AI Integration Transform Wealth Management with Practifi?
March 7, 2025
How Will AI Integration Transform Wealth Management with Practifi?

In today’s rapidly evolving financial environment, wealth management firms face a constant challenge to efficiently manage client relationships while also driving growth. The advent of artificial intelligence (AI) presents a remarkable opportunity to address these challenges. Practifi, a leading CRM

Is ESG Investing Still Promising Amid Political and Regulatory Changes?
March 7, 2025
Is ESG Investing Still Promising Amid Political and Regulatory Changes?

Environmental, Social, and Governance (ESG) investing has seen significant shifts, influenced by varying regional approaches, political climates, and regulatory frameworks. Once hailed as a transformative force in the investment landscape, ESG investing is now confronting complex challenges and skepticism. As

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