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

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, ...

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 ...

Wealth management firms have rapidly professionalized, raising marketing budgets and judging marketers by the assets they bring in. The next step is to tie more business growth to channels outside of ...

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

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 ...

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 ...

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

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 ...

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 ...