Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content — as a help to ...

The Oasis Group, a leading consultancy for the wealth management industry, recently released a new white paper titled 'Agentic AI in Wealth Management: Why Strong Processes Are the Foundation of Safe ...

Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing initiatives, ...

CHICAGO--(BUSINESS WIRE)--Practifi, the leading CRM purpose-built for wealth management firms, today announced its commitment to integrating artificial intelligence (AI) across its platform, ...

Temenos, a global leader in banking technology, today announced it has been named a Leader in the IDC MarketScape: Worldwide Technology Services for Investment Advisors 2025 Vendor Assessment (doc # ...

The field of competition in the wealthtech space has just gotten a little bit more crowded as a challenger CRM platform developed for advisors, by advisors enters the fray. A team of former advisors ...

430 clients participated in the product design process, resulting in a growing library of readymade, role-specific ‘visualization templates' that each user can customize Purpose-built dashboards equip ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

How does giving a child a piggy bank at 4 years old make them a more sophisticated and likely wealth management client in the future? The minds behind a fintech startup focused on boosting the ...