Wealthtech coverage book

Coverage

73 pieces

Optimizing AI for Financial Advisors

wealthmanagement.com/technology/optimizing-ai-financial-advisors
Estimated Views
1.29K
Engagements
16

Wealth Management

Wealthmanagement.com helps Advisors and Wealth professionals with practice management, investments, fintech and market trends to grow client relationships.

64
Domain Authority
Provided by Moz logo
144K
Unique Visits
Provided by SimilarWeb logo

The AI Revolution in Financial Services: The Time to Act is Now 

ifamagazine.com/the-ai-revolution-in-financial-services-the-time-to-act-is-now/
Estimated Views
718
Engagements
8

IFA Magazine

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48
Domain Authority
Provided by Moz logo
18.4K
Unique Visits
Provided by SimilarWeb logo

Considering GPT in your practice? The risks — and remedies — financial advisors should know

financial-planning.com/opinion/gpt-risks-and-countermeasures-for-financial-ad...
Estimated Views
499
Engagements
13

Financial Planning

Get Financial Planning's breaking and daily news coverage on topics including RIAs, practice management, financial planning news & insights from industry experts.

60
Domain Authority
Provided by Moz logo
50.6K
Unique Visits
Provided by SimilarWeb logo

ForwardLane Launches EMERGE – Generative AI platform to supercharge New Gen of Financial Services Professionals

ifamagazine.com/forwardlane-launches-emerge-generative-ai-platform-to-superch...
Estimated Views
1.26K
Engagements
6

IFA Magazine

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47
Domain Authority
Provided by Moz logo
25.8K
Unique Visits
Provided by SimilarWeb logo

Mitigating the Risks of GPTs in Wealth Management

tradersmagazine.com/am/mitigating-the-risks-of-gpts-in-wealth-management/
Estimated Views
503
Engagements
1

Traders Magazine

Traders Magazine provides in-depth articles and commentary about U.S. equity market structure, technology and regulation, for institutional and retail traders.

53
Domain Authority
Provided by Moz logo
59.4K
Unique Visits

Unlocking the potential of GPT technology for financial advisors

finextra.com/blogposting/24045/unlocking-the-potential-of-gpt-technology-for-...
Estimated Views
1.11K
Engagements
1

Finextra

Latest financial technology news, fintech news, fin tech news, retail banking news, wholesale banking news, blogs opinion, analysis, jobs, videos, announcements and features

77
Domain Authority
Provided by Moz logo
299K
Unique Visits

Why a slow uptake of Embedded Wealth is an FI problem, not a tech problem

finextra.com/blogposting/23282/why-a-slow-uptake-of-embedded-wealth-is-an-fi-...
Estimated Views
1.52K
Engagements
1

Finextra

Latest financial technology news, fintech news, fin tech news, retail banking news, wholesale banking news, blogs opinion, analysis, jobs, videos, announcements and features

77
Domain Authority
Provided by Moz logo
299K
Unique Visits

3 ways banks and wealth managers are adopting Embedded Wealth today (and why only one is delivering)

finextra.com/blogposting/22929/3-ways-banks-and-wealth-managers-are-adopting-...
Estimated Views
1.73K
Engagements
2

Finextra

Latest financial technology news, fintech news, fin tech news, retail banking news, wholesale banking news, blogs opinion, analysis, jobs, videos, announcements and features

77
Domain Authority
Provided by Moz logo
299K
Unique Visits

Why tech partnerships are key to banks’ survival (Part 2)

finextra.com/blogposting/22167/why-tech-partnerships-are-key-to-banks-surviva...
Estimated Views
2.56K
Engagements
1

Finextra

Latest financial technology news, fintech news, fin tech news, retail banking news, wholesale banking news, blogs opinion, analysis, jobs, videos, announcements and features

77
Domain Authority
Provided by Moz logo
299K
Unique Visits

Why tech partnerships are key to banks’ survival (Part 1)

finextra.com/blogposting/22130/why-tech-partnerships-are-key-to-banks-surviva...
Estimated Views
2.56K
Engagements
1

Finextra

Latest financial technology news, fintech news, fin tech news, retail banking news, wholesale banking news, blogs opinion, analysis, jobs, videos, announcements and features

77
Domain Authority
Provided by Moz logo
299K
Unique Visits

Small advice firms ‘in tough spot’ over tech

ftadviser.com/your-industry/2022/03/11/small-advice-firms-in-tough-spot-over-...
Estimated Views
1.29K
Engagements
1

ftadviser.com

FTAdviser.com is an all-encompassing website dedicated to the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues shaping the industry

66
Domain Authority
Provided by Moz logo
347K
Unique Visits
Estimated Views
825
Engagements
62

FinTech Futures

FinTech Futures is the leading media and knowledge hub for the worldwide fintech community, providing daily news, in-depth analysis, expert commentary, and intelligence resources across fintech, banking tech, paytech, regtech, wealthtech, lendtech and insurtech.

72
Domain Authority
Provided by Moz logo
189K
Unique Visits

IBS Intelligence

ibsintelligence.com/
Estimated Views
6.19K

IBS Intelligence

IBS Intelligence (IBSi) is the world’s only pure-play Financial Technology focused research, advisory, and fintech news analysis firm, with a 30-year track record and clients globally. We take pride in covering 400+ technology vendors globally – the largest by any analyst firm in this space.

53
Domain Authority
Provided by Moz logo
63.4K
Unique Visits
Estimated Views
706
Engagements
6

The Fintech Times

The Fintech Times is the world’s first and only newspaper dedicated to fintech. Published monthly, The Fintech Times explores the explosive world of financial technology, blending first hand insight, opinion and expertise with observational journalism to provide a balanced and comprehensive perspective of this rapidly evolving industry.

54
Domain Authority
Provided by Moz logo
186K
Unique Visits

Asia’s rich spur wealth management expansion

thebanker.com/World/Asia-Pacific/Asia-s-rich-spur-wealth-management-expansion...
Estimated Views
431

thebanker.com

The latest UK and International banking, finance and business coverage and analysis, with exclusive interviews and unparalleled access to the finance industry’s most senior leaders and policy makers.

62
Domain Authority
Provided by Moz logo
24.5K
Unique Visits

Financial IT

Financial IT is the venue where community makes itself heard. Innovation is the common feature of the companies that we work with. Financial IT magazine is published around 8-10 times a year in digital form.

48
Domain Authority
Provided by Moz logo
13.6K
Unique Visits

IBS Journal January 2021

Covid Proof: The Future of Onboarding High-Net-Worth Clients – A Team

a-teaminsight.com/covid-proof-the-future-onboarding-the-hnw/?brand=rti
Estimated Views
1.73K

Data Management Insight

Our A-Team Insight online content platform covers financial data and technology issues across the enterprise through our Data Management Insight, TradingTech Insight, RegTech Insight and ESG Insight titles. Regular updates throughout each week.

37
Domain Authority
Provided by Moz logo
11K
Unique Visits

What’s here to stay and what will gain prominence in 2021? - Private Banker International | Issue 17 | December 2020

private-banker.nridigital.com/private_banker_international_dec20/what_s_here_...

private-banker.nridigital.com

In this edition: Private banking and 2022: what next? 2022 is set to be an incredibly exciting year for private banking, one full of evolution and revolution Issue 24 • January 2022 Is this going to be ESG's biggest year yet? Entrepreneurs are getting richer, can private banking support them? A look at the exciting country of Brazil

54
Domain Authority
Provided by Moz logo
328
Unique Visits

Fintech 2021: What Tomorrow Holds | The Fintech Times

thefintechtimes.com/fintech-2021-what-tomorrow-holds/
Estimated Views
385
Engagements
51

The Fintech Times

The Fintech Times is the world’s first and only newspaper dedicated to fintech. Published monthly, The Fintech Times explores the explosive world of financial technology, blending first hand insight, opinion and expertise with observational journalism to provide a balanced and comprehensive perspective of this rapidly evolving industry.

54
Domain Authority
Provided by Moz logo
186K
Unique Visits

Tech Talk: interview with Dermot Corrigan, smartKYC

thebanker.com/video/v/6208304232001/tech-talk-interview-with-dermot-corrigan-...
Estimated Views
160
Engagements
1

thebanker.com

The latest UK and International banking, finance and business coverage and analysis, with exclusive interviews and unparalleled access to the finance industry’s most senior leaders and policy makers.

62
Domain Authority
Provided by Moz logo
24.5K
Unique Visits

Asian Wealth Management and Asian Private Banking - International & Regional Wealth Managers – Improving the Digital Platform & Capabilities

hubbis.com/article/international-regional-wealth-managers-improving-the-digit...
Estimated Views
1.1K

hubbis.com

Online training, news, education and information for the wealth management community in Asia. Compliance, learning, regulation, skills, products, suitability and technology.

39
Domain Authority
Provided by Moz logo
17.1K
Unique Visits
Estimated Views
522
Engagements
12

Information Age

Information Age supports CTOs and technology leaders in managing the business critical issues that they are facing today, and in exploring and understanding the new technology innovations that will affect their businesses in the future.

74
Domain Authority
Provided by Moz logo
246K
Unique Visits

Asian Wealth Management and Asian Private Banking - Finantix Continues To Extend Product Offer With Integration Of Next Best Action

hubbis.com/news/finantix-continues-to-extend-product-offer-with-integration-o...
Estimated Views
1.1K

hubbis.com

Online training, news, education and information for the wealth management community in Asia. Compliance, learning, regulation, skills, products, suitability and technology.

39
Domain Authority
Provided by Moz logo
17.1K
Unique Visits

Eyes always open [2] – KYC 'now' - Money Laundering Bulletin

moneylaunderingbulletin.com/moneylaundering/customerduediligence/eyes-always-...
Estimated Views
79

Money Laundering Bulletin

The latest news on money laundering, terrorist & proliferation finance, and sanctions, to develop strategies to prevent suspicious money laundering activity.

31
Domain Authority
Provided by Moz logo
450
Unique Visits

WeAreTechWomen - Supporting Women in Technology

wearetechwomen.com/women-in-fintech-a-personal-view-on-resetting-the-imbalance/
Estimated Views
497
Engagements
5

WeAreTechWomen - Supporting Women in Technology

WeAreTechWomen support women in technology in London, UK, Global. Our purpose is to help women in tech by helping them enhance their skills.

42
Domain Authority
Provided by Moz logo
4.1K
Unique Visits

Wealth Adviser

Wealth Adviser provides finance news, features and information for the wealth management and private banking industries. Wealth Adviser provides detailed news, content and analysis for wealth managers, high net worth individuals, charities and private client professionals.

43
Domain Authority
Provided by Moz logo
7K
Unique Visits

Eyes always open – KYC 'now' - Money Laundering Bulletin

moneylaunderingbulletin.com/moneylaundering/customerduediligence/eyes-always-...
Estimated Views
185

Money Laundering Bulletin

The latest news on money laundering, terrorist & proliferation finance, and sanctions, to develop strategies to prevent suspicious money laundering activity.

31
Domain Authority
Provided by Moz logo
450
Unique Visits

IBS Intelligence

IBS Intelligence (IBSi) is the world’s only pure-play Financial Technology focused research, advisory, and fintech news analysis firm, with a 30-year track record and clients globally. We take pride in covering 400+ technology vendors globally – the largest by any analyst firm in this space.

53
Domain Authority
Provided by Moz logo
63.4K
Unique Visits

Using Artificial Intelligence to Know Your Customers, not your Criminals – A Team

a-teaminsight.com/using-artificial-intelligence-to-know-your-customers-not-yo...
Estimated Views
1.46K
Engagements
2

Data Management Insight

Our A-Team Insight online content platform covers financial data and technology issues across the enterprise through our Data Management Insight, TradingTech Insight, RegTech Insight and ESG Insight titles. Regular updates throughout each week.

37
Domain Authority
Provided by Moz logo
11K
Unique Visits