Advisor360°, a leading provider of integrated technology for wealth management firms, has launched Parrot AItm, a standalone generative AI-powered meeting assistant designed to transform how financial ...

The recent EU Omnibus package may propose to ease the reporting burden for companies in the EU, but many headlines have in ...

The recent EU Omnibus package may propose to ease the reporting burden for companies in the EU, but many headlines have in fact triggered un ...

Taken together, the furious tagging, quoting, and reposting captured a frustrated tech class convinced that innovation and ...

Guo Guangchang, Chairman of Fosun International Limited (HKEX: 0656), issued a letter to its shareholders on 30 March, outlining the Company's strategic direction, accomplishments, and future plans.

Since Trump was inaugurated and brought in billionaire oligarch Elon Musk and his hacker team to do a wrecking operation on ...

Washington Governor Bob Ferguson said he wouldn’t sign a budget that relies on the wealth tax proposed by his fellow Democrats in the state legislature. House and Senate budget proposals “both ...

Ranked #9 on Crain's Chicago Business list of largest wealth management firms by local assets under management. Highest-ranked independent, employee-owned firm among Chicago's top 10 wealth managers.

"1 We're proud to be recognized alongside the industry's largest institutions - Natalie Brown "Our approach is intentionally accessible," said Brian Price, CEO, Mesirow Wealth Management.

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