A shrinking advisor workforce means more than just open job postings. It affects client relationships, firm growth, and the high-touch service clients expect.

This recognition not only reinforces 58Wealth’s leadership in the global WealthTech space but also underscores its innovation ...

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

enabling wealth management firms and wealthtech application providers to create differentiated, client-advisor experiences. BridgeFT is the wealth management industry's only source for total ...

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

One of the greatest challenges facing wealthtech providers is the low level of global financial literacy. In the EU, 64% of the population has a medium financial literacy level, and 18% have a low ...

Global Private Banker, one of the most authoritative private banking and wealth management publications, recognizes top innovations and industry achievements. Investbanq's win highlights its ...

The startup has raised around $120 million since its founding in 2015, according to startup data intelligence platform Tracxn ...

The alignment with Osaic was done via Affiliated Advisors, an Osaic Office of Supervisory Jurisdiction led by Rita Robbins.

“We developed a CRM specifically designed for the unique needs of our industry, going beyond traditional ... CRM wins Best CRM Provider at the 2025 WealthTech Americas Awards for its innovation ...

PhonePe Wealth launches CRISP, a tool to help investors make informed mutual fund decisions amid growing interest.