The family office sector is undergoing a profound shift as the "great wealth transfer" continues to reshape wealth management.

The 2024 PROCU Conference marked a pivotal moment for the credit union industry, setting a new attendance record with more than 55 credit unions ...

This transformation is affecting younger generations, financial advisors and institutions, democratizing access to financial ...

Being proactive in meeting the sophisticated needs of HNW and UHNW clients should lead to stronger, more resilient practices.

The approach to generational wealth management is evolving as families increasingly seek strategies that not only preserve ...

Advisors who specialize in working with neurodivergent clients are finding new technology has helped streamline communication ...

The fintech provider will provide digital onboarding, reporting, and trading capabilities to drive the independent wealth ...

Discover how Swapnil Kognole, CFA, blends financial acumen with tech leadership at UBS, mentoring future leaders in Fintech & ...

Italy's largest bank Intesa Sanpaolo said it would partner with BlackRock , the world's biggest asset manager and a leading Intesa shareholder, to offer digital wealth management services to clients ...

With this acquisition, Nivesh will incorporate Wealthzi's offerings into its technology-driven platform, enhancing user experience and creating operational synergies across products, research, and ...

Prestige Wealth (PWM) announced that ... The acquisition of InnoSphere Tech is expected to close in the fourth quarter of 2024 and will enhance PWM’s technology strength in artificial intelligence ...

The wealth technology behemoth has entered into two new integration partnerships with Axos Clearing and Pontera, aiming to ...