By Rebecca Marina (Counsel) and Roxana Șerban (Associate), Filip & Company Robo-advisers are transforming wealth management by offering automated investment recommendations and portfolio management. In Romania, however, the regulatory framework determines not what technology can do, but what institutions can legally offer these services. Although robo-advisers are permitted, they do not enjoy a separate regulatory regime. Instead, they are treated as a delivery method for reg

By Tracy Lai - Partner Lystar Group Why scale, regulation, and institutional complexity will define the industry’s future For much of the past decade, WealthTech innovation was defined by what investors could see. Sleeker dashboards, mobile-first interfaces, and simplified portfolio views promised broader access to professional-grade financial tools. Design and distribution were the differentiators; user experience was the battleground. That phase is now giving way to a more

By James Cantwell - Founder Wealthtech Select A few months ago I argued that many CRMs were built for the wrong business model. There is an even larger mismatch sitting in plain sight: the primary way many advisory firms communicate with clients was built for a world that no longer exists. This article was written in partnership with Fynancial . The analysis and conclusions are my own. The platform section reflects Fynancial's perspective on how a client experience platform c

By Marko Stijak - CEO Codaxy Reporting is one of those functions that only gets attention when it fails. In wealth management, pensions, and fund administration, failure is rarely dramatic. It shows up as a slow erosion of confidence: statements that arrive late, figures that are technically correct but hard to interpret, brand layouts that break across devices, and a steady stream of “small” change requests that take weeks. In our conversation with Marko, CEO of CxReports ,