Displaying 4483 results
Citi hails private fund tokenization pilot as a success
The proof of concept could accelerate blockchain tech on Wall Street.
Can generative AI help advisors with personalization?
New survey unveils challenges in client engagement, and the potential advantages of cutting-edge technology.
iCapital expand advisors’ access to alternatives platform
Wealthtech provider opens opportunities for portfolio diversification to more than 350,000 wealth advisors.
SEC’s Gensler cautions against overblown claims about AI
The SEC chair warned companies against 'AI washing' when they talk to investors about their use of the technology.
Foundation Source makes acquisition to boost charitable giving solutions suite
Technology firm says the deal will help it provide specialized support to advisors, donors, and non-profits.
Succession planning platform Capitaliz names North America president
Jared Johnson joins the exit planning-focused fintech as business owners and financial advisers face a continuity crisis.
Orion broadens access to high-net-worth investment strategies
The fintech provider is strengthening its commitment to fiduciary advisors with expansion to its portfolio solutions platform.
Philanthropy fintech teams up with values-based wealth firm
Partnership will allow faith-based advisors to offer clients custom DAF solutions and engage in comprehensive charitable giving.
Citi, State Street enhance ETF automation for global growth
Firms are bolstering their platforms ahead of faster settlements.
Tifin AMP answers asset managers’ data challenges with new AI platform
Latest fintech solution brings together AI and data fabric capabilities to mine insights from multiple information sources.
Last call: 5-Star Financial Planning Software and 5-Star CRM Platforms
InvestmentNews’ inaugural 5-Star Financial Planning Software and 5-Star CRM Platforms is closing Friday.
Mercer Advisors eyes tech-powered organic growth
National RIA aims to enhance advisor-client matching with Catchlight's advanced analytics and personalization tools.
Wealthtech firms unveil strategic partnership
Collaboration will focus on key areas including AI-driven risk analytics, automated compliance reporting, and workflow automation.
Advisor360 boasts productivity-boosting platform upgrades
An enhancement to a reporting module has made a key compliance process 90% faster, wealthtech provider says.
Vanguard makes quiet AI bet with $13B in quant stock funds
After adding an artificial intelligence spin to four factor-based funds, the asset manager sees promising signs
AI firm Tifin wades deeper into philanthropy space
Fintech firm eyes bigger piece of growing donor-advised fund pie with key acquisition
Financial planning softwares and CRM platforms in the spotlight
InvestmentNews invites readers to participate in the search for the best financial planning softwares and CRM platforms.
Will 2024 be a milestone year for hedge fund use of AI?
If the industry can overcome some major hurdles, it could be.
Robinhood is paying 3 percent bonuses for IRA rollovers. Is it enough?
It's a concept that's hardly new in financial services, but the brokerage is offering significantly more than competitors.
NOW OPEN: 5-Star Financial Planning Softwares and 5-Star CRM Platforms
Don’t miss the chance to be part of InvestmentNews’ first-ever showcase of financial planning softwares and CRM platforms.
