fbpx
Industry Overview
19 September 2019

WealthTech Regulatory Aspects Explained: What Should Startups Keep in Mind

by INSART

WealthTech Regulatory Aspects Explained: What Should Startups Keep in Mind

Let's outline the basics about regulations that every WealthTech executive should be aware of. Learn the main regulations and bodies to deal with to start a new business, what activities…
> Read Article
Industry Overview
23 April 2019

How to Win Advisors’ Loyalty and not Break the System?

by INSART

How to Win Advisors’ Loyalty and not Break the System?

How to build efficient and useful WealthTech software? Should you add as many features as possible or add every feature requested by clients? Do financial advisors need a whole bunch…
> Read Article
Industry Overview
26 March 2019

Bridging Product and Engineering Teams in WealthTech

by INSART

Bridging Product and Engineering Teams in WealthTech

The WealthTech industry evolves much more dynamically compared to other areas. What should teams do to efficiently collect all necessary information about their tasks and stay in sync with the…
> Read Article
Industry Overview
21 December 2018

A Moment Away From 2019: WealthTech Flashbacks

by INSART

A Moment Away From 2019: WealthTech Flashbacks

This year was full of great moments, meetings, partnerships, and breakthrough insights. Before we close this chapter and start the new one, it’s worth looking back at 2018 from the…
> Read Article
Industry Overview
17 April 2018

Open APIs as the Key to Growth in WealthTech

by INSART

Open APIs as the Key to Growth in WealthTech

Open APIs are having a significant impact upon the entire wealth management industry. With leaders of DriveWealth, MyVest, Trizic, Vestwell, Folio Institutional, Hydrogen, we discussed the API landscape and the…
> Read Article
Industry Overview
1 March 2018

Big Data Analytics and Artificial Intelligence in WealthTech Software

by INSART

Big Data Analytics and Artificial Intelligence in WealthTech Software

Will wealth managers be able to find financial decisions that are most appropriate to their customers? We have spoken to a number of industry experts and gained an insight into…
> Read Article
Industry Overview
22 February 2018

Digital and Robo in Wealth Management: What’s the Difference?

by INSART

Digital and Robo in Wealth Management: What’s the Difference?

During our ongoing discussions with top-notch industry leaders who are reshaping the wealth management landscape, we often touch on digital advice. Here, we present some of our picks in terms…
> Read Article
Industry Overview
15 February 2018

Wealth Management: Looking into the Industry’s Future

by INSART

Wealth Management: Looking into the Industry’s Future

We continue to explore the changing landscape of wealth management by gathering opinions of industry influencers regarding the future of the WealthTech sector. What will the industry look like in…
> Read Article
Industry Overview
6 February 2018

Automation, Integration, or Innovation? Setting Priorities in WealthTech

by INSART

Automation, Integration, or Innovation? Setting Priorities in WealthTech

Each financial company has decided to use technology in the way that suits its business the most, putting emphasis on one of several pillars of progress—i.e., automation, integration, and innovation.…
> Read Article
Industry Overview
1 February 2018

Challenges: Yet Another Opportunity for WealthTech to Rise

by INSART

Challenges: Yet Another Opportunity for WealthTech to Rise

Wealth management has seen the tremendous transformation over the past decade, but this has also come with a number of challenges. With so many market players leveraging the power of…
> Read Article