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Independent financial advisers are facing a turning point. As regulation tightens, client expectations shift, and AI transforms the industry, the role of the modern adviser is being rewritten. Koen Vanderhoydonk, CEO of The Connector, joins Wealth Insider to discuss how advisers across Europe can stay relevant, resilient, and ready for what comes next.
François Botha of Simple joins Wealth Insider to discuss how AI and digital tools are transforming family offices, from governance and operations to values-driven investing.
Discover how wealth and asset managers can turn regulatory reporting from a costly burden into a business advantage. Explore the challenges, solutions, and time-saving power of automation in this Wealth Insider episode.
Discover how financial entities can turn DORA compliance into a competitive advantage. Learn about the strategies, pitfalls, and the power of technology in this Wealth Insider episode.
How is AI changing wealth management? Performativ CEO Albert Geisler Fox breaks it down in Episode 2 of Wealth Insider - real use cases, trends, and what to avoid.
Future-proof wealth management by harnessing cutting-edge digital solutions to boost client engagement and efficiency, discerning mission-critical technology to drive scalable growth.
Book a demo to see how Performativ combines every aspect of wealth management operations in one platform.
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