Experts say that while data ownership might at first be time-consuming and costly, the long-term benefits make it an ...

The digital assistants, dubbed "Harvey" and "Donna," were built internally and aim to offer 24/7 help to borrowers and brokers.

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

The explosion of artificial intelligence (AI) technologies in recent years has not only transformed various industries but has also reshaped ...

The next generation of business leaders won’t just use AI—they’ll collaborate with it. That’s the driving philosophy behind the new Data Science and AI for Leaders (DSAIL) course, which equips MBA ...

Companies have adopted AI with unheard-of speed. But there remains a huge gap between enthusiasm for AI and business results. A recent survey of executives found that only 6% claim to have a ...

Savvy Wealth CEO Ritik Malhotra explains how his company is helping advisors with automation, compliance and operational ...

The rise of data marketplaces signals a fundamental shift in how businesses approach data ownership, exchange and ...

Foundations should share their deep expertise on issues and causes to help aspiring philanthropists move their money off the ...

is making major enhancements to its database management tools, Toad Data Studio 2.0 and Toad Data Point 6.4—introducing AI-powered features, expanded database connectivity, and greater accessibility.

Client acquisition utilizing explainable AI, together with internal and external data sources, enables wealth management firms to understand and focus on their ICP, understand why each lead is ...