A Microsoft (NASDAQ:MSFT) executive highlighted the transformative impact that artificial intelligence (AI) is expected to ...
Artificial intelligence will bring major upheaval to wealth management, a Microsoft executive said, as the technology's ...
The two-decade veteran, whose career also includes a stint at Merill Lynch, will help shape strategy for the Google ...
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Swiss Life acquires ZWEI Wealth to enhance HNWI servicesSwitzerland-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, one of Greater Cincinnati’s largest investment advisory firms, has promoted two of its ...
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Bluespring Wealth buys Kentucky’s Reliant Wealth PlanningRIA aggregator Bluespring Wealth Partners has acquired Reliant Wealth Planning, a wealth management and financial advisory ...
Citi's head of wealth said the firm is already working with a quarter of the billionaires in the world through its private bank. Now it just needs them to entrust it with managing more of their money.
Era, the AI-driven financial intelligence platform redefining personal wealth management, has secured $6.2 million in seed funding. The round was co-led by MaC Venture Capital, Third Kind Venture ...
With trillions of dollars in assets passing to surviving spouses before next-gen heirs, advisors must expand their digital ...
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