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 ...

Stagnant advisor headcount and limited productivity are now the biggest barriers to wealth growth.”— Peter Bielan, ...

Firm recognized for industry-leading risk management technology solutions and analytics that help its Financial Advisors mitigate risk in client portfolios Celent, a global research and advisory firm ...

Artificial intelligence is rapidly transforming the wealth management industry. As client expectations shift toward more personalized and real-time experiences, firms are leveraging AI-powered ...

This content is contributed or sourced from third parties but has been subject to Finextra editorial review. Technology in the wealth management industry cannot be avoided. Firms will have to adapt or ...

The wealth management landscape is undergoing a profound transformation in the digital era. Innovative technologies are reshaping traditional wealth management practices, introducing a new age of ...

Mohan Gurupackiam joined Steward Partners as chief information officer in January 2023. He has over 25 years of technology experience gained at various financial services companies in the U.S. and ...

As we approach 2025, the world of wealth management continues to evolve rapidly, driven by technological advancements, changing client expectations and global economic dynamics. For financial advisors ...

Wealth management firms want the best of both worlds—the scale to operate efficiently and the independence to stay flexible. Broker-dealers and RIA aggregators are taking different paths to get there, ...

In a year when “big data” became the hot topic in the financial advisory space, one long-standing aggregation company stood out. James Carney founded ByAllAccounts in 1999 when he recognized the need ...