by
Edward Hayes
Clients only care about how new technologies will solve their problems, executives said.
by
John Mackowiak
A robust tech stack can significantly enhance a firm's value.
by
Edward Hayes
The new entity will combine market and client data communications.
by
Justina Lee
AI chatbots are being increasingly integrated into day-to-day investment research activities.
by
Nir Kaissar
It's time to revamp a once-reliable gauge of stock returns that just couldn't cope with Big Tech.
by
Joshua Belfiore
Using technology to collaborate with clients when and where they prefer can help advisors build productive relationships across generations.
by
Mike Overdorf
For a back office to harness its power effectively, it must centralize and normalize pristine data.
by
Russ Alan Prince
Lacy Garcia founded Willow, a wealthtech platform, to help financial advisors better serve, attract and grow trusted relationships with women and NextGen clients.
by
Dave Lee
Shareholders in Microsoft, Apple, Amazon and Meta want to hear during earning calls that ballooning spending is being offset with new revenue streams. They are likely to be disappointed.
by FA Staff
The BMO survey found the percentage jumped to 61% for Gen Zers.
by
Christopher C. Williams
The payoff from $1 trillion in AI capital expenditures could be limited, an MIT professor told Goldman clients.
by
Karen DeMasters
Docupace develops back-office software for the wealth management industry.
by
Tracey Longo
The crypto advocate sees bitcoin and ether coins on a parallel upward trajectory over the next six years.
by
Matthew Monks, Ryan Gould
BlackRock, Fidelity, Franklin Templeton and State Street have all agreed to invest in the transaction.
by
Mike Zebrowski
Scaling is about enhancing your capabilities and adaptability in a cost-effective manner.
