Microsoft executive predicts AI revolution in wealth management
A Microsoft (NASDAQ:MSFT) executive highlighted the transformative impact that artificial intelligence (AI) is expected to ...
AI to transform wealth management, Microsoft executive says
Artificial intelligence will bring major upheaval to wealth management, a Microsoft executive said, as the technology's ...
InvestmentNews2d
Advisor AI startup Zeplyn adds ex-LPL leader Kabir Sethi to board
The two-decade veteran, whose career also includes a stint at Merill Lynch, will help shape strategy for the Google ...
GlobalData on MSN2d
Swiss Life acquires ZWEI Wealth to enhance HNWI services
Switzerland-based financial services provider Swiss Life has acquired compatriot ZWEI Wealth, a wealth management advisory firm. The deal is effective immediately, with its financial details remaining ...
Renaissance Investment Management promotes two employees to partner
Renaissance Investment Management, one of Greater Cincinnati’s largest investment advisory firms, has promoted two of its ...
ProsperPlan Wealth Expands with New Offices in Gold River and Roseville, California
Highly personalized financial planning drives significant growth for two former Allworth Financial advisors.Gold River, ...
Financial Planning4dOpinion
What the 'horizontal wealth transfer' means for RIAs
With trillions of dollars in assets passing to surviving spouses before next-gen heirs, advisors must expand their digital ...