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

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

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

Driven by the wave of the digital economy, AI-powered finance is quietly reshaping the wealth management industry. According to statistical analysis from international wealth management firm AMCAP ...

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

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

HSBC's customers base increased to 6.2 million last year from 5.4 million, showing the importance of the city, Elhedery says ...

With this fresh capital, RockFi aims to fast-track its expansion and reach its target of managing €1bn in assets by the close ...

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

Congress Wealth Management LLC DE bought a new stake in Q2 Holdings, Inc. (NYSE:QTWO – Free Report) in the fourth quarter, ...