AI is not a replacement for relationships, but an amplifier of them. Industries once thought insulated from artificial intelligence, from healthcare to finance, are now primed for AI adoption and ...

If the name Joe Lonsdale doesn’t ring a bell, maybe the name Addepar does. Lonsdale is the billionaire co-founder of the cloud-based investment management platform, which is used by 1,200 wealth ...

F2 Strategy, which is backed by Renovus Capital Partners, has acquired Aliter Investment Services, a Boston-based professional services firm. No financial terms were disclosed. F2 is a wealth ...

Recently on The Rhonda Swan Show “WAKE UP NYC!” edition, Jake Claver shared his insights into digital wealth management, illuminating how ultra-high-net-worth individuals and family offices can ...

China Asset Management Co. said Qatar Holding LLC became its third-largest shareholder after acquiring a 10% stake, marking ...

"The launch of Investment Management Services reinforces SS&C's mission to support advisors with flexible, powerful tools to elevate client outcomes," said Steve Leivent, Senior V.P. and Co-General ...

Malta’s wealth management landscape has undergone a quiet but significant transformation, marked by the emergence of a more sophisticated and better-informed investor class. “Initially, many clients ...

Pontera, the fintech company empowering retirement savers to receive financial advice from their trusted financial advisors, and Snowden Lane Partners ("Snowden Lane"), an independent, advisor-owned, ...

Integrity, a leading distributor of life and health insurance and provider of wealth management and retirement planning solutions, today ...

Sanctum Wealth is one of India’s largest independent, full-service wealth managers. Founded in 2016 through the acquisition ...

Investors have been piling into the S&P/ASX 200 Index (ASX: XJO) financial stock since April. We look at its latest ...