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 ...

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

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

WealthTech100 logo FinTech Global Logo FinTech Global has published the new edition of its WealthTech100 list, highlighting the inno ...

Salesforce, Inc. (NYSE:CRM – Get Free Report) shares fell 1.8% during trading on Wednesday after an insider sold shares in the company. The company traded as low as $282.07 and last traded at $283.37.

LarrainVial’s strong growth, innovative solutions and unwavering client focus make it a deserving recipient of the award for ...

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

Delivering documents via SMS can smooth a stressful process, reinforce advisor-client bonds and keep firms on the windy side ...

BTG Pactual's relentless pursuit of excellence and innovation and its client-centric approach solidify its position as Brazil ...

Arcons Technology, Inc. announced onboarding a wealth management firm with offices in multiple locations, including in ...

The UBS CIO Americas wealth management equity sector strategy team came out and spotlighted its 30 most preferred stocks ...

We recently published a list of Billionaire Ken Fisher’s Top 13 Growth Stock Picks. In this article, we are going to take a ...