

From MiFID II to “Trust Me Bro”: The Definitive Guide to P2P Regulatory Frameworks in Europe
By Samuel Lissner, BeyondP2P P2P platforms often advertise one headline feature: “We’re regulated.” It sounds reassuring, and it usually ends the discussion. But “regulated” is not a regulated term. In European P2P, there is a meaningful difference between frameworks built to protect investors and frameworks that mainly ensure the platform files its anti-money laundering paperwork. Good regulation does not prevent losses. What it does is reduce avoidable failure modes: commi


QUBE Events is excited to bring back the 24th NextGen Payments & RegTech Forum
Press Release: QUBE Events is excited to bring back the 24th NextGen Payments & RegTech Forum - Switzerland, taking place on 5 March 2026 at the Marriott Hotel, Zurich, one of the world's leading financial centres. This prestigious forum offers valuable opportunities and powerful partnerships across all aspects of finance, from banking and payments to fintech, compliance, and regulatory technology. Proudly sponsored by: Amaranth Advisory , BioCatch , UMCA Technologies , Easy


FinanceX is an official Media Partner to AFSIC 2026
FinanceX Magazine is proud to announce its official media partnership with AFSIC – Investing in Africa 2026 , the flagship investment conference that brings together Africa’s most dynamic business leaders, top global investors, and dealmakers in one powerful forum. Scheduled for 13 - 14 October 2026 at the Park Plaza Westminster Bridge in London, AFSIC has grown into the largest Africa investment conference held outside the continent, driving real capital flows, strategic all


Email Was Built for 1971. Your Advisory Practice Wasn't.
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


Reporting as Infrastructure: Building Compliant, Branded Statements for High-Volume Operations
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 ,


Leveraging Behavioral WealthTech To Solve The Luxury-Liquidity Paradox
By Anant Dugar Founder - Director BMD Kubera When Meera Kapoor (name changed) sold her family's pharmaceutical business for ₹280 crore ($31 million) in 2023, her wealth manager's advice was straightforward: balanced portfolio, 4% withdrawal rate, and patience. Six months later, she called us. The problem wasn't returns, it was lifestyle. Her daughter needed ₹12 crore ($1.3 million) for a London property. Her son wanted ₹8 crore for a fintech investment. She'd found a heritage


FinanceX is an official Media Partner to InsurTech Spring Conference 2026
We are proud to announce that FinanceX Magazine is a media partner of the InsurTech Spring Conference 2026 , taking place 30 - 31 March 2026 at Chelsea Piers, Pier 60 in New York City, a leading annual event for the global insurance innovation community. Now in its 7th year, the InsurTech Spring Conference brings together insurers, InsurTech startups, investors and solution providers, all focused on advancing the future of insurance through technology, collaboration and real-


Four Reasons Why 2026 Could Become a Banner Year for U.S. IPOs
Press release: After the record year of 2021, when the global IPO market reached a total volume of more than USD 600 billion, activity declined sharply: in 2022 and 2023, rising interest rates and market uncertainty kept many companies from pursuing an Initial Public Offering (IPO). In 2024, the market remained subdued, with issuance volume of around USD 120 billion across roughly 1,200 IPOs. According to Jörg Held, Head of Portfolio Management at ETHENEA Independent Invest
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