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Wealth management industry cloud software giant, Docupace, is teaming up with automation application maker, JIFFY.ai, which helps enterprises automate complex business processes, to create new automation solutions including machine learning and advanced analytics that scale across enterprise operations, the company announced in late January.

To create the kind of wealth management experience your clients expect, you need a well-thought-out strategy that includes four critical components

Another new year is upon the wealth management industry, spurring firm leaders and advisors to review their businesses and consider changes that need to be made to address their evolving needs.

For many modern advisory teams, staying on top of daily to-do lists, communicating with clients and collaborating with team members can be difficult. This is made even more challenging with hybrid (or fully-remote) work setups, commuting and traveling or attending conferences and events. 

Newly-established RIAs are exciting. Independent advisors can pick the tools they want, build their own culture, and hone in on the clients that will help them grow.

The wealth transfer is an existential issue for wealth managers. According to Cerulli, 45 million households will transfer more than $70 trillion over the next two decades.

The global wealth management industry faces mounting pressures as client demographics shift, market competition increases and churn becomes more commonplace. In the coming years, younger generations will inherit most of the world’s wealth.

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

There is a growing disconnect between what investors want from their advisors, and how advisors feel they should use their time. Recently, Orion surveyed both groups to uncover potential opportunities for advisors.

A recent survey commissioned by Orion Advisor Solutions found that nearly 80% of investors believe their advisors should be focused on minimizing their tax obligations