The Global Banking & Finance Review Awards programme has officially opened nominations for Fastest Growing Wealth Management ...

The wealth management industry is undergoing an evolution, both in terms of client needs and the availability of tools that can help firms manage customer experiences more efficiently. As clients grow ...

And so it's notable this month that the specialized planning technology platform Wealth.com has announced a whopping $65 million Series B funding round led by Charles Schwab, which per its press ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization’s needs. Client management ...

Thoughtworks will contribute work in technology advisory, engineering, cloud and AI as Iress moves to reshape wealth platform ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...