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Category: Delio

Implementing regulatory compliance behind 80% of wealth managers struggling to offer private market access – survey

Implementing compliant regulatory processes around cross-border promotion, data management and investor profiling are the main reasons eight out of ten wealth managers struggle to offer clients access to private markets, new data shows. The post

Private wealth managers must urgently increase use of tech or be left behind by competitors

Private wealth managers need to urgently increase their use of technology or risk being left behind by competitors, research from fintech firm Delio suggests.

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