EY America’s Ugur Hamaloglu says the investment required means the technology has to drive client acquisition, engagement, and personalization.
Advisors racing to add on new platforms may find their legacy plumbing can't support the next wave, warns one expert.
The new Aria portal pulls in technology from Luma and SUBSCRIBE as advisors look to streamline workflows across public and private markets.
The world's second-largest asset manager has capitulated on its long-held anti-crypto stance in the face of persistent retail and institutional demand.
With nearly $90 billion in client assets, the Palo Alto-based fintech is eyeing an addressable market of digital natives projected to reach $140 trillion by 2045.
The fintech provider argues federal and state regulatory guidance, plan sponsors, and retirement advisors all support the case for encrypted credentialing as an alternative to APIs.
Even with continued profits in private markets, report projects just two-fifths of firms are set to thrive by 2030 amid chronic cost challenges.
Client loyalty, next-gen relationships, and organic AUM growth are increasingly driven by a single factor: helping families protect and transfer their wealth, says Gene Farrell, CEO of Vanilla.
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According to Flyer Financial Technologies, rising portfolio complexity is exposing the limits of legacy infrastructure and widening the gap between automation and reality
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