Dr Joshua Wilson explores how behavioral finance and neuroscience shape client decisions before prospects take meetings ...

Mike Capelle, co-CEO and co-founder of Modern Wealth, discusses how the firm is building a flexible technology stack that ...

As Canada’s wealth management sector navigates a complex landscape of market volatility, evolving client expectations and the ...

NEW YORK, Dec. 2, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (BR) (NYSE: BR), a global Fintech leader, today announced that it has been positioned as a Leader in the inaugural IDC ...

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 ...

IRALOGIX, a leading provider of cloud-based, fully paperless IRA recordkeeping and technology solutions for the wealth management industry, has been named to FinTech Global’s prestigious 2025 ...

Private banking is evolving from a relationship-only model into a technology-enabled wealth advisory ecosystem. Across Europe ...

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 ...

Private wealth management in Asia and the Middle East has long been built on relationship depth, trusted networks, and the ...

This content is contributed or sourced from third parties but has been subject to Finextra editorial review. Technology in the wealth management industry cannot be avoided. Firms will have to adapt or ...

Tis the season when wealth management firms make their wish lists for tools, platforms and technologies for the coming year. So what do the folks running the back office most want under their server ...