Advisory firm leaders and consultants share the trends and developments likely to affect the financial advice industry in the ...
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Client management software for financial advisors
Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...
AI, blockchain technology to push the wealth management software market to new heights … eventually.
As the wealth management business increasingly becomes a technology business, the wealthtech market is poised for substantial growth and expansion behind the momentum of cutting-edge tech. But we'll ...
PRESSADVANTAGE – Stephen Twomey has published a new in-depth resource analyzing how alternative investment management software is reshaping the way private capital is structured, monitored, and ...
What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...
Looks like there's quite a market for new wealth-management software tools. Some 75 percent of wealth managers are “frustrated” or “very frustrated” with their current software tools, according to a ...
London Stock Exchange Group is the seller Wells Fargo Securities served as financial advisor to Clearlake and Motive with Sidley Austin LLP providing legal counsel Goldman Sachs, Wells Fargo ...
I’m a career shifter. I worked in leveraged finance initially when I got out of school. I always pictured myself as being a working mother. I had three children. I was commuting from New Jersey into ...
After a multiyear effort to build its wealth management business, Blucora Inc. said Tuesday it had agreed to sell its tax software business, TaxAct, for $720 million, and will rebrand the company ...
Crypto custody specialist BitGo announced the acquisition of a software platform, HeightZero in a strategic move amid the rising institutional interest in crypto wealth management. What Happened: ...
Forbes contributors publish independent expert analyses and insights. I help family offices solve next gen strategy & technology problems. Oct 22, 2024, 11:55am EDT Nov 10, 2025, 07:26am EST Each year ...
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