360 Results from /wealth
David Clee Co-Founder & CEO at MirrorWeb
If you and your compliance team are jumping between separate systems just to track Slack messages, email threads, mobile chats and collaboration tools, you're not alone. The digital-first workplace has made communication faster, but supervision more fragmented, and riskier than ever. Regulators like the SEC, FINRA, and the CFTC have made it clea
28 April 2025 /regulation /wealth Fintech
Jason Linus Director Growth at Primesoft
Investing has evolved. The next generation of investors is more tech-savvy, empowered by digital tools and social media, and ready to make their mark on the financial world. But as they navigate the complexities of stocks, crypto, and other assets, there’s one crucial element they often overlook: the power of their own minds. Behavioral finance, a...
25 April 2025 /wealth /inclusion
Eugenia Mykuliak Founder & Executive Director at B2PRIME Group
In my experience, every financial company feels a constant tug-of-war between two equally important priorities: keeping the business running smoothly and pushing it to evolve. One is about maintaining stability, the other is about transformation and changing things for the better. And while it might sound simple to say “you need to find a balan...
17 April 2025 /wealth
Dmytro Spilka Director and Founder at Solvid, Coinprompter
ISAs have grown to become one of the UK’s favourite investment strategies in recent years, but what happens when an economic downturn threatens your profitability? And what type of individual savings account offers the most resilience in the face of a recession? Whether you prefer the relative security of fixed-rate Cash ISAs or the earnings pote...
Compliance doesn’t need to be flashy to be critical. In today’s regulatory climate, communications archiving has moved from operational afterthought to strategic necessity. Regulators like the SEC and FINRA aren’t tolerating gaps, and excuses won’t hold up. If your archiving strategy is outdated or inconsistent, you're not just exposed...you’re in
01 April 2025 /regulation /wealth RegTech
Luke Allchin Director - North America at RFI Global
New data shows that liquid wealth has declined significantly since 2022 after a steady increase since the pandemic. Why is this? And, with overall wealth rising, where are US investors putting their money? The pandemic drove liquid wealth to new levels The COVID-19 pandemic was a watershed moment for the global economy, and its effects are still ec...
31 March 2025 /wealth /retail Trends in Financial Services
Denis Shafranik Co Founder at Concentric
As funding and building a business gets harder, takes longer and becomes more complex, startup founders need VCs to be a true partner on their growth journey. Startup investing in 2024/25 is a different ballgame to a few years ago when funding was plentiful and rapid growth curves were the norm. Deals are still happening and there are still exciti...
19 March 2025 /wealth /startups
As UK pension reforms promise to channel more funding towards VC, there is a significant opportunity to earmark some of this for grassroots ‘funds of funds’, supporting entrepreneurial and emerging managers powering the early-stage innovation pipeline. The 2025 UK pension shake-up could spark an exciting new period for VC funding across Europe....
12 March 2025 /wealth /predictions Trends in Financial Services
ISAs are a popular investment option in the UK, offering tax efficiency and potential long-term returns. But which individual savings account option is best for tackling periods of high inflation? When you invest in an ISA, the profit you make is exempt from capital gains tax (CGT). These types of savings accounts also shield your money from inco...
10 March 2025 /wealth
Harriet Christie Chief Operating Officer at Mirrorweb
Emojis. Once a playful sentence garnish for messages between friends, they’ve now infiltrated business communications, from Slack to Teams, SMS and even emails. And while they may seem harmless, they’re a growing compliance risk that most firms aren’t equipped to handle. In regulated industries, every piece of communication — every “thumbs up” �
07 March 2025 /regulation /wealth RegTech
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