As holistic planning becomes table stakes, research reveals how the rising influence of AI and having a digital orientation can help wealth firms get ahead.

Steve Weiss, Founder and Managing Partner of Short Hills Capital Partners, said in a recent program on CNBC that he’s bullish ...

IG Wealth struck a partnership with a fintech estate planning provider in Montreal called ClearEstate last October. Staff ...

Firm joins around 20 Chinese brokers and fund managers, including Sinolink Securities and CICC Wealth Management, in ...

It comes as no surprise that artificial intelligence remains the most promising sector for venture capital in 2025. AI ...

OSL Group has launched a new wealth management service for professional investors seeking to manage digital assets.

Allfunds unveils Nextportfolio 4, the latest version of its portfolio management tool, strengthening Allfunds’ subscription ...

Discover how artificial intelligence can revolutionize your financial management. From automated budgeting to smart investing ...

Believe it or not, but Robinhood (Nasdaq: HOOD) is still up year-to-date. The company’s stock is up about 6% in 2025. Yet, if ...

Singapore , April 02, 2025 (GLOBE NEWSWIRE) -- Nextvestment, an AI-native platform redefining how mass-affluent individuals ...

Apart from the new integration partnership, the two wealth tech firms have bolstered their cybersecurity cred by acquiring a key certification.

A critical turning point for both industries, with innovation, AI integration, and operational efficiency identified as key success drivers in a ...