Outsource, Innovate And Scale: The WaaS Playbook For Wealthtech Success
By leveraging WaaS, wealth management firms can integrate cutting-edge financial technology, streamline operations, and ...
Why individual investors may want to rethink a ‘set-it-and-forget-it' strategy in 2025
The S&P 500 index provided investors with record gains over the past two years. In 2025, that same approach may not reap the ...
American Banker5d
Couples budgeting app Plenty changes business model
Plenty, a finance app for couples, shifted from subscriptions to an investment advisory fee-based model to differentiate from ...
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 ...
Wealth Industry Will Face Advisor Shortage of 100,000 by 2034: McKinsey
The consulting firm recommends that wealth management firms step up their recruiting efforts and boost productivity.
Impacts1d
Ken Harris: From Wall Street Elite to Practitioner of Inclusive Finance
In the financial world, the name Ken Harris represents professionalism, trust, and innovation. This 55-year-old ...
Lane Clark: Innovating Wealth Management with TPP (Sponsored Content)
Lane Clark, co-founder of TPP Global, is reshaping the wealth management landscape with a tech-driven investment platform. TPP focuses on transparency and accessibility by offering a ...
cryptopolitan1d
aarnâ’s âfi 802: AI Agent That Manages Wealth, Not Just Q&A
fi 802 brings autonomous alpha discovery to crypto, and direct on chain execution via smart contracts, managing real-time strategies for smarter wealth ...