A month into his new job, Triad Wealth Partners' chief technology officer Quin Kilgore is looking to build proprietary ...

Altruist has raised $152 million in its latest funding round, led by Singapore's sovereign wealth fund GIC, at a valuation of $1.9 billion, the wealth management startup said on Tuesday.

There are huge opportunities for AI to improve and democratise financial services, particularly financial advice. But is the ...

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You can have the flashiest product, the slickest marketing and cutting-edge tech, but if people don’t trust you, none of it ...

The Carson Group's chief strategy officer talked about moving AI from the back to the front office, keeping the humans in the ...

In 2025, the financial conversation in Italy is evolving. More people — from students in Milan to retirees in Bari — are reconsidering the old methods of saving, investing, and managing money. At the ...

Modern Wealth Management has announced its first acquisitions of 2025, adding two California firms that will bring in more than $1 billion in client assets and establish its first client-facing ...

The company has highlighted Doran’s understanding of both operational technology and broader strategic initiatives as important assets in his new role ... major insurance firms across life ...

How are family offices driving India’s economic journey? See what’s shaping wealth, investments, and long-term growth across ...

Wealth Management senior program director Tracy Schwartz speaks with the Wealth Management lecturer about the generational ...