In 2021, it is still remarkable when you hear financial advisers dismissing investment opportunities out of hand. My guesstimate, based on a decade of experience in the financial services sector, is that approximately 30% of advisers in the UK will consider Enterprise Investment Scheme funds as part of their financial planning.  So why are so many advisers dismissing such opportunities and what are they missing out on?

Will offer complementary therapy sessions to employees throughout the week

Kristal.AI, a private wealth advisory and investment management platform, has launched Mental Health week leading up to the World Mental Health Day on October 10, to promote the overall well-being of employees of Kristal.AI.

Digital technology highlighted as key to meeting new decarbonization targets as Atos launches new Digital Vision: Digital Banking report

Banks are rapidly accelerating their shift to digital channels as they seek to reinvent their business models in response to the COVID-19 pandemic, a new paper from Atos reveals.

Over 4,000 Business Leaders & Attendees from Across the World Met in Amsterdam to Shape the Future of the $13 trillion Fintech Industry

Money20/20 today reported that more than 4,000 attendees, from 1,500 companies and 76 countries attended Money20/20 Europe in September, the fintech industry’s premier event, at the RAI Amsterdam, with more attendees and companies expected in Las Vegas for Money20/20 USA.

Investment Navigator has confirmed that additiv customers can now access its full range of cross-border and product distribution suitability solutions through additiv’s DFS platform.

additiv, a leading SaaS and embedded finance provider to the wealth management industry, is integrating Investment Navigator’s advanced services to address the essential requirement for wealth managers to comply with stringent regulatory requirements.

Meniga (www.meniga.com), the global leader in personal finance banking solutions, has today announced that is has partnered with Portuguese national financial group, Crédito Agrícola Group, to launch its market-leading green banking solution, ‘Carbon Insight’ in Portugal.

Leading global payments and card issuance company honored second year in a row for achievements in Payments Processing and Networks at CB Insights Future of Fintech

The complexion of the SMB landscape is regularly subject to change. Disruptive market entrants, new technologies, and fluctuations in the economy represent just a handful of the influences that can force SMBs to revise their business models. 

However, as we have learnt over the last two years, even the most dramatic of these influences pales into relative insignificance when compared to the wrath of a global pandemic. Covid-19 has forced SMBs into making wholesale changes to how they operate, and many of these changes are set to become permanent. 

Michael brings over 25 years of experiencing leading software development teams and digital transformation in financial services.

 TORA, provider of the industry’s most advanced cloud-based order and execution management system (OEMS) and portfolio management system (PMS), has announced the appointment of Jason LeDell as the Product Manager responsible for the OEMS.