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The Latest In Financial #AdvisorTech (June 2024)

Nerd's Eye View

Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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Risk Management in Financial Services During 2023 – 10 Key Highlights

Risk Management Guru

As the year 2023 draws to a close, it’s time to reflect on the significant strides made in the realm of Risk Management within the financial services industry. Greater use of data and analytics : Financial services firms are using data and analytics to identify and manage risks more effectively.

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The Latest In Financial #AdvisorTech (May 2024)

Nerd's Eye View

Welcome to the May 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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The Latest In Financial #AdvisorTech (March 2024)

Nerd's Eye View

Welcome to the March 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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Fedbank Financial Services IPO Review – GMP, Details & More

Trade Brains

Fedbank Financial Services IPO Review: Fedbank Financial Services Limited promoted by The Federal Bank Limited, is coming up with its Initial Public Offering. In this article, we will look at the Fedbank Financial Services Limited IPO Review 2023 and analyze its strengths and weaknesses. Crores in FY23.

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Don’t Miss the Financial Services Event of the Year

Advisor Perspectives

2024 is here, and Exchange is right around the corner. Exchange has already established itself as the premier financial services conference and a must-attend event, but the 2024 edition promises to be the best yet.

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Adviser links: zero engagement

Abnormal Returns

investmentnews.com) Fintech Some highlights from the 2024 T3 Conference. investmentnews.com) Advisers The American College of Financial Services notes the coming shortage of advisers. (morningstar.com) Alts managers are gearing up to get in front of retail investors.