Morningstar this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black ...

Artificial intelligence will bring major upheaval to wealth management, a Microsoft executive said, as the technology's ...

BRISBANE, Australia, Feb. 13, 2025 (GLOBE NEWSWIRE) -- FE Investments (FEI) has selected technology vendor Jacobi Strategies ...

Morningstar, Inc. (Nasdaq: MORN) and SS&C Technologies, Inc. today announced an agreement that will make SS&C's Black ...

CHICAGO - Morningstar , Inc. (NASDAQ:MORN) has announced a strategic partnership with SS&C Technologies, Inc., marking a significant integration of Morningstar's Direct Advisory Suite with SS&C's ...

The bank’s market position – behind its peers – is a challenge that allows it to find ways to leapfrog competitors, Citi’s ...

The $38 billion national RIA's latest fintech partnership joins a broader trend of platforms helping firms and advisors ...

Traditional CRM systems are a significant advantage, but wealth managers must embrace next-generation platforms designed specifically for private banking and wealth advisory. These systems should ...

Bite Stream and Untap have merged to create Bite Stream+, a next-generation platform that simplifies fund management from ...

From security to development, the wealth management firm uses the Dynatrace platform to give senior executives information on ...

The next CEO of Raymond James talks about how private equity ownership has made for some difficult marriages in wealth ...