The report notes that advances in technology also come with hurdles such as high costs, integration with existing systems, ...

This bold vision – and the flawless execution – have earned iCapital the title of “World’s best technology provider for ...

Driven by the wave of the digital economy, AI-powered finance is quietly reshaping the wealth management industry. According to statistical analysis from international wealth management firm AMCAP ...

Because a shrinking advisor workforce means more than just open job postings—it affects client relationships, firm growth, ...

Addepar, a wealth management tech platform, is charging into 2025 with sevearal key updates that aim to enhance efficiency, ...

The hires, meant to shore up a division that has not been as tech-forward as leadership would like, have included Morgan ...

Experts believe that technology will play a critical role in 2025. To stay ahead of the competition, financial professionals ...

Valuefy, a global leader in WealthTech innovation, commemorated its 15-year journey with the launch of its all-new, fully ...

A family-centred and collaborative approach to wealth planning for financial institutions lies at the heart of Abbove, ...

With this fresh capital, RockFi aims to fast-track its expansion and reach its target of managing €1bn in assets by the close ...

Since acquiring Adhesion Wealth in 2022, AssetMark has continued to enhance its RIA-focused solutions, technology, and services. As part of this ongoing commitment, AssetMark remains dedicated to ...