Wealthtech

Could AI End the Admin Burden for Financial Advisers?
Lending & Investment Could AI End the Admin Burden for Financial Advisers?

The immense weight of administrative tasks has long been a defining challenge for financial advisers, often pulling their focus away from the strategic counsel and relationship-building that clients value most. In an industry grappling with rising operational costs and the constant pressure to

Is VOO the Right Core Holding for Your Portfolio?
Lending & Investment Is VOO the Right Core Holding for Your Portfolio?

The relentless pursuit of a simple yet powerful investment vehicle has led countless individuals to the Vanguard S&P 500 ETF, an instrument often championed as the quintessential building block for long-term financial security. While its reputation is well-earned, a deeper examination reveals a

Asset Finance Demand Steady as Renewables Sector Grows
Lending & Investment Asset Finance Demand Steady as Renewables Sector Grows

Amid persistent economic headwinds that have compelled many businesses to adopt a wait-and-see approach, the asset finance market is charting a remarkably steady course, buoyed by new and evolving sectoral demands. This research summary analyzes the current state of the market, focusing on the

FCA Pension Rule Gap Puts Consumers at Risk
Lending & Investment FCA Pension Rule Gap Puts Consumers at Risk

A significant regulatory timing mismatch threatens to leave retirement savers vulnerable, as a critical initiative designed to help them is set to launch months before the tools supporting it are properly vetted. Financial technology provider EV has raised an alarm over a potential two-year

European FinTech Funding Drops Amid a Flight to Quality
Lending & Investment European FinTech Funding Drops Amid a Flight to Quality

The European financial technology sector experienced a significant recalibration in 2025, as a cooling market environment prompted a dramatic shift in investment strategies away from speculative growth and toward proven stability. A comprehensive analysis of the year's funding activities reveals a

WealthTech Market Contracts Sharply in 2025
Lending & Investment WealthTech Market Contracts Sharply in 2025

The once-booming WealthTech sector experienced a significant reality check in 2025, with investment drying up at an alarming rate and extending the market correction that began after the speculative peak of 2021. The downturn was severe, as global deal activity plummeted by a staggering 47%

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