The wealth management industry is undergoing an evolution, both in terms of client needs and the availability of tools that can help firms manage customer experiences more efficiently. As clients grow ...

Enterra Solutions, LLC and FusionIQ, Inc. today announced a ten-year agreement under which Enterra Solutions’ Autonomous Decision Science Platform will power FusionIQ’s wealth management platform, ...

Connecticut Wealth Management has hired Subatomic to build an AI Operating System to unify the firm’s data and deploy AI ...

NEW YORK, NY / ACCESS Newswire / June 3, 2025 / ForNext Inc., a tech-driven global asset management firm founded in 2020 and headquartered in New York City, is proud to announce its full-scale ...

Citi customers who hold at least $200,000 with the bank get access to Citigold benefits, which include wealth management advice. In recent months, Citi has brought in experienced leaders from ...

Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company WESTON, Mass.--(BUSINESS WIRE)--Advisor360° has ...

Choreo appointed Gabriel Rodriguez as Chief Technology Officer, adding a veteran wealth management technology executive to ...

The wealth management industry is undergoing a digital transformation, with fintech innovators leveraging cutting-edge technologies to enhance user experience, accessibility, and efficiency. Among ...

From left, Era Jain, co-founder and CEO of Zeplyn; Janise Brooks, president of PAX Financial Group; and Trevor Chuna, senior vice president and chief technology officer of the Sequoia Financial Group ...

It’s happening and will continue to do so, but it’s not without challenges. That’s the converging relationship between wealth and tech. Advisors widely acknowledge the need for innovative platforms ...