Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients real-time insights and quicker answers while cultivating stronger trust in their ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Backing up client computers in Windows Server Essentials is a key step in safeguarding valuable data and maintaining smooth operations. Administrators can easily configure automated backups, monitor ...

Future Capital is expanding its reach to include more advisors who want to manage their clients' retirement assets through a new fintech partnership. Under its data integration partnership with SS&C, ...

Zehra Cataltepe is the CEO of TAZI.AI, an adaptive, explainable AI and GenAI platform for business users. She has 100+ AI papers & patents. For wealth management firms, finding and converting the best ...

The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher client expectations, and firms’ mandates to control costs. Service ...

SANTA MONICA, Calif.--(BUSINESS WIRE)--Communify Fincentric, a leader in unifying market and client data through best-in-class digital solutions for the financial sector, today announces the launch of ...

U.S. retirement savers are often chastised for not making the most of their retirement accounts. But financial advisors can be equally guilty of ignoring or overlooking what is often a client's ...