Wealthtech

Can Wealth Firms Trust Agentic AI for Financial Advice?
Lending & Investment Can Wealth Firms Trust Agentic AI for Financial Advice?

Understanding the Wealth Management Landscape The wealth management industry stands at a pivotal moment, with global assets under management surpassing $120 trillion, driven by an increasing demand for personalized financial advice and sophisticated portfolio management. This sector serves a broad

How Are Kids Shaping Financial Education with GoHenry?
Lending & Investment How Are Kids Shaping Financial Education with GoHenry?

I'm thrilled to sit down with Kofi Ndaikate, a leading expert in the fintech industry, whose deep knowledge of blockchain, cryptocurrency, and financial regulations has made him a sought-after voice in shaping the future of financial technology. Today, we’re diving into an exciting initiative by

AI in Financial Services – Review
Lending & Investment AI in Financial Services – Review

Setting the Stage for AI Transformation Imagine a world where a bank customer in London can seamlessly interact with a support agent in Tokyo, overcoming language barriers instantly, while transactions are safeguarded by intelligent systems detecting fraud in real-time. This is no longer a distant

Top Tools to Build Your RIA Tech Stack Efficiently
Lending & Investment Top Tools to Build Your RIA Tech Stack Efficiently

In an era where client expectations for personalized and seamless financial services are higher than ever, Registered Investment Advisors (RIAs) face the challenge of managing complex workflows while delivering exceptional value. The key to meeting these demands lies in constructing a technology

US WealthTech Funding Drops 52% in Q3 2025 Despite More Deals
Lending & Investment US WealthTech Funding Drops 52% in Q3 2025 Despite More Deals

In the ever-evolving landscape of wealth management technology, a striking statistic has emerged from the third quarter: US WealthTech funding has nosedived by 52%, dropping to $861 million compared to last year, even as the number of deals climbed by 15% to 71 transactions. This paradox of

Gen Alpha's Financial Savvy Reshapes UK Banking Future
Lending & Investment Gen Alpha's Financial Savvy Reshapes UK Banking Future

Diving into the fascinating world of financial technology and generational trends, we’re thrilled to speak with Kofi Ndaikate, a renowned expert in the fintech space. With a deep understanding of blockchain, cryptocurrency, and regulatory frameworks, Kofi brings a unique perspective on how the

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