Modern technology solutions built on new architectures are redefining traditional data and engagement workflows, presenting ...

Fintech is the disruption currently shaping the financial industry’s future. Applying the latest technology to conventional ...

Personalization can significantly enhance client satisfaction and advisor success in today’s wealth management ecosystem.

Los Angeles-based Cashmere wants to digitize the laborious process of client acquisition in wealth management.

As was the case in 2023, the information technology and communications services sectors, year-to-date through mid-July 2024, ...

The latest addition to RBC’s growing wealth operation is a 15-person team that is joining the firm’s Atlanta office.

Wealth manger tech spend is definitely set ... rate rises around the world, cratering financial markets, and the prospect of recession, wealth management profits are diving after reaching all ...

Kan Kotecha has joined CAIS as its chief technology officer with a brief to accelerate a simplified user experience for ...

Leading advisors and tech experts will answer questions on how to keep AI in regulatory check and demonstrate new tools to ...

Switching to another GTCR -backed company, where Heritage Group is joining the private equity firm as an investor in Equiti ...

Wealth Access has appointed Drew DiMarino as Chief Revenue Officer. Takeaway Points Wealth Access has appointed Drew DiMarino ...

Centricity will also expand its distribution network to 120 cities from 27 at present, hire 40-50 private bankers for its ...