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 ...

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

Half of polled advisors think AI will reduce the number of advisors needed in the market within the next five years, ...

"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 ...

With 3-4 new UHNIs emerging daily, Indian family offices are rapidly expanding their investments offshore, driven by a desire ...

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 ...

Two companies, a major New York City-based bank and a smaller California wealth management firm, have promised to create more than 750 jobs combined in Charlotte.