base - search results

Most companies and financial advisors realize the benefits of updating and transitioning to digital solutions, but a total transformation can seem daunting.

Industry innovations continued to take center stage as earnings season set in. DTCC launched its data product. Broadridge launched twin analytics products. J.P. Morgan's "JPM Coin" has...

Happy Veterans Day (in arrears). BlackRock was at it again with an Ethereum ETF application. Justin Sun has his hands full. Polionex got hacked and lost...

The idea that ‘machines’ could mimic human actions in the back-office became a reality a few years back. That is when Robotic Process Automation (RPA) emerged in the Wealth industry.

It’s finally here—a break in the frenetic pace of technology news in the wealth management space.  There’s still plenty to read about...

CogniCor, the Palo Alto-based provider of artificial intelligence-enabled digital assistants and business automation platforms for the financial services industry, announced its Meeting Assistant can...

With the spiking of inflation and rising interest rates, many investors are drawn even more so to Private Credit investments featuring floating rates, which rise in line with interest rates.

Friends, updating tech stacks is all the rage - even the NYSE announced theirs was recently upgraded.  Tech may SEEM like it's slowing but it ain't over until it's over. READ UP!!

Six months after its merger with Ropes Wealth Advisors, Boston-based Adviser Investments announced its rebranding as RWA Wealth Partners. The independent wealth management firm...

Personalization is the key to differentiation and a great client experience. But implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients.