Content

All Wealth Management Firms Need to Use RegTech Software
Regtech provides a range of benefits for wealth management firms. You can use it to automate compliance processes, meaning...
What is RegTech?
Wealth management firms are increasingly adopting regulation technology (Regtech) to help them meet compliance requirements. While this is excellent...
A Wealth Management Firm’s Guide to Data Privacy
Data privacy and governance are wealth management's most essential and growing issues. They're also two of the most significant...
The Connection between Compliance Risks in Wealth Management
The wealth management industry is becoming increasingly regulated, with strict privacy and data security standards. Now more than ever,...
Data Privacy Best Practices for Wealth Management Firms: A Comprehensive Guide
Data privacy is one of the most critical topics in the financial services industry. The fact that customer information...
Data privacy is a significant concern for investors.
Attention financial advisors: The venture studios’ community is watching. As some venture studios rethink their approach to data privacy,...
Beware of breaching your fiduciary obligations related to client data
The industry has focused almost exclusively on cybersecurity controls over the past few years, instead of understanding what their...
Sid Yenamandra Launches Surge Ventures To Develop New Fintech Startups
Chris Latham, Deputy Managing Editor, Wealth Solutions Report December 16, 2022 Sid Yenamandra, Founder Of The Entreda Cybersecurity Platform, Discusses How...
WealthTech Leader Sid Yenamandra Forms Surge Ventures to Launch and Grow Startups at Intersection of Wealth Management and Data
New Venture Studio Recruits Advisory Board of Industry Leaders and Secures Seed Funding from Private Equity Firm Virgo Capital...
Surge Ventures Seeks to Drive New Era of RegTech Development
Surge Ventures founder Sid Yenamandra Former Entreda CEO Sid Yenamandra has co-founded a venture studio to drive data governance...