The report notes that advances in technology also come with hurdles such as high costs, integration with existing systems, ...

This bold vision – and the flawless execution – have earned iCapital the title of “World’s best technology provider for ...

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

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

The hires, meant to shore up a division that has not been as tech-forward as leadership would like, have included Morgan ...

The rise of digital wealth platforms in the Middle East and North Africa region is altering how we think about managing money ...

With an unbundled service model, a focus on meaningful community-building, and a strategic commitment to leveraging technology, Pathstone offers a roadmap that other wealth management firms can ...

A family-centred and collaborative approach to wealth planning for financial institutions lies at the heart of Abbove, ...