NCR - search results

LOS ANGELES – October 24, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces the continued expansion of its...

  SBF's dreams were big. So former friends and associates say and testify. Former employees of Ethereum's largest firm sued ConsesnSys CEO Joseph Lubin and Tether's new...

Another week of fintech headlines is upon us, and as usual, there’s a lot to say.  First, however, we should give thought...

To stay ahead, wealth organizations heavily rely on accessible finance content that can keep their clients updated on the latest financial news and provide financial education.

Good wealth management marketing meets clients where they are. That increasingly means that video is the way to go, according to Clout by TIFIN, an AI-powered advisor content marketing platform.

While the rapid advancements in financial technology will never completely replace a human Financial Advisor relationship, it is definitely changing the way wealth management firms work.

  The industry continued bringing out solutions that solve everyday problems with digitization and AI at the core. Enfusion launched its management offering. Citi successfully integrated with...

The word “integration” is so commonly uttered by technology providers that it’s become the  corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology

As industry consolidation continues apace and wirehouse breakaway recruiting wars intensify, it is clear that technology and digital solutions comprise a compelling part of an independent firm’s value proposition.

In recent years, there has been a growing expectation among the public that wealth managers should provide more than just advice on which products to purchase.