The gambler using a fixed deck of cards which allows him to palm a high card. (Photo by George Karger/Getty Images) Imagine walking into a wealth management firm in 2034 and finding half the desks ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

In today's rapidly evolving financial landscape, the role of financial advisors extends far beyond portfolio management. Clients seek not just periodic updates, but a continuous dialogue that instills ...

TROY, Mich.--(BUSINESS WIRE)--As expectations for the wealth management client experience continue to evolve from being more transaction- and product-driven to a more bespoke engagement, digital apps ...

Cash is an important part of a diversified investment portfolio. While not a primary driver of long-term growth, it can serve as a safety net for unexpected expenses and potential market downturns.

The received wisdom around wealthtech AI applications has been that rather than steal jobs away from advisors, they will free them up to deliver what machines can't: the human touch. And in the near ...

Globally, the leading wealth management firms keeps on transforming its client onboarding capabilities to elevate the customer experience. Seamless client onboarding remains at core of customer ...

When young advisors enter the field of wealth management, I think a lot of them may be surprised at how much succeeding in this industry relies on building relationships. Of course, knowledge of the ...

Powerful AI introduces advanced capabilities to Fenergo’s CLM driving unprecedented efficiencies in onboarding, client and counterparty management and regulatory compliance Money20/20 Amsterdam – June ...

Let's face it: Clients of accounting firms come with unique, continuously evolving needs, which can make streamlining operations something of a moving target. Processing Content But in the realm of ...

Wellington Management today announced that Steve Klar, President, Managing Partner, and Head of the Client Platform, will retire in June 2026 after a distinguished 21-year career with the firm. Mr.

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. FNZ appoints James Dunne as Managing Director, Client Management and ...