Latest Content
AI tools are changing relationship management
Machine learning, NLP and richer client analytics are helping advisors spot intent earlier and tailor conversations with more context.
Reframe client engagement and unlock long-term value with goals-based investment planning
In today's evolving wealth management landscape, clients expect more than market performance: they want advice that aligns with their life goals. This paper explores how goals-based investment planning, powered by…
From metrics to meaning: How Point's intelligence engine transforms investment analytics
Whether you are a portfolio manager optimising allocations, a relationship manager preparing for a client meeting, or a COO overseeing firm-wide KPIs, the ability to access and act on real-time data…
INSIGHTFiduciary failures cost millions: How the OCC regular enforced Reg-9 Compliance
Introduction in recent years, the Office of the Comptroller of the Currency (OCC) has ramped its fiduciary oversight, handing down a series of high-profile enforcement actions against U.S. national…
NEWS & PRInvestCloud delivers the first of a new generation of AI-enabled solutions to drive adviser productivity and enhanced client engagement
InvestCloud, a global leader in wealth technology, today announced the first of a new generation of AI-enabled solutions to help advisers increase productivity and…
INSIGHTTax suitability: A strategic imperative for Swiss banks
"Our bank is not a tax adviser" is no longer a sufficient defence in today's interconnected financial world. Neglecting tax implications costs investors billions each year, as scrutiny rises and…
NEWS & PRConnecting the dots: Understanding the insurance risks of fronting and named drivers
If we think about fronting or the ghost-broking scandals, fraudsters who sell drivers apparently cheap motor insurance deals but issue fake policy documents, not worth the paper they are…
INSIGHTThe gaps no one is talking about: how brokers can build the 'dream' insurance tech stack
Insurance brokers rely on specialised software solutions to streamline operations, manage subscriptions, facilitate placements, and ensure compliance. The right stack reduces vendor sprawl and gives broker operations…
NEWS & PRHow agentic AI is reshaping wealth management in Europe
Artificial intelligence is rapidly transforming industries across the board, but few sectors stand to benefit as significantly as wealth management. As the financial advice landscape evolves, AI is emerging as a defining edge…
INSIGHTCross-border tax reporting: the operating cost no advisor talks about
For firms serving cross-border HNW clients, the cost of getting tax reporting right has quietly tripled over the past five years. We map the workflow, the failure points, and the vendors worth shortlisting…
CASE STUDIESHow a $4B RIA replaced four vendors with one platform, and what it cost
A 90-day consolidation play, told from the principal's chair. Time-to-value, integration friction, the one piece of legacy infrastructure they couldn't kill, and the line items that surprised the CFO…