Wealth Management

Enabling banks and wealth management firms to better leverage data through artificial intelligence (AI), Broadridge Financial Solutions, a global…

Three-year extension to include collaborative research on multi-generational families and their businesses Northern Trust, a leading provider of…

San Antonio-Based Practice with Nine Financial Professionals Brings $192 million in Client Assets to Securities America Platform Advisor Group, the…

New platform enables banks and wealth management advisors to strengthen customer relationships and accelerate sales productivity post COVID-19…

Seasoned Executive Will Lead Enhancing Technology Efforts as Digital Bank Experiences Explosive Growth Quontic, the adaptive digital bank, is…

Hashcash is aiding a global wealth management company by extending its blockchain expertise through an open-architecture investment management system…

Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has announced year-end performance results that indicate strong growth…

New integration provides SS&C advisory clients with a turnkey, goals-driven planning and investment management solution Wealthcare, an…

VEGA Investment Managers, the wealth management specialist of Natixis and Groupe BPCE, the second largest banking group in France, has adopted…

Bridge Financial Technology, the provider of an automation-driven portfolio management platform that simplifies and streamlines back-office…