Goldman Sachs would consider acquisitions in asset and wealth management, but would be highly selective about any deal, CEO ...

Related: Data Technology Firm Milemarker Hires Its First CTO The ... Related: Q&A: Smarsh's CEO on the Role of AI in Communications Compliance Among the many improvements was the introduction ...

The Treasury Committee is looking into the risks and rewards from the rise of artificial intelligence in financial services ...

GC Wealth has already introduced more than 40 founders to General Catalyst, which has invested in several, Breslin said. Along the way, both firms hope they can benefit from better technology ...

Encore Merges Silicon Valley Innovation With Personalized Financial StrategyBellevue, Washington, United States, February 10, 2025 -- PCM ...

Fintech platform interVal has also introduced a new feature to help advisors support entrepreneurial business owner clients ...

Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he views as archaic ...

The Middle East saw a notable surge in M&A activity in 2024, with deal value reaching $29bn, a 52 per cent increase from the ...

A forward-thinking approach will be crucial for asset managers in 2025 as they navigate these transformative trends to unlock ...

U.S. Capital Wealth ... Technology Index ETF alerts: Fidelity MSCI Information Technology Index ETF Stock Performance Shares of NYSEARCA FTEC opened at $185.80 on Thursday. The firm has a market ...

RFG Advisory (“RFG”), an innovator in the wealth management ... edge industry technology. Biebel’s strategic partnership with RFG reflects his long-term vision for the firm and clients.

Bridging the generation gap and leveraging technology will be two overarching trends shaping wealth management in 2025.