Wealth.com has moved up the scale in importance and relevance in financial and estate planning quickly in the last few years. The fact that it has garnered the attention of very large firms like ...

Learn how technology, regulation, and demographic shifts can redefine financial advisors' roles, with new trends in robo-advising, fiduciary duties, and wealth transfers.

For many consumers, handling their finances—from building household budgets to evaluating big purchases to managing retirement savings—can be intimidating. With minimal time and a layperson’s ...

From left to right, Mary Ellen Egan of American Banker, Sindhu Joseph of CogniCor, Claudia Cypher Kane of Raymond James Financial Services and Stacy Francis of Francis Financial spoke in a session at ...

It’s happening and will continue to do so, but it’s not without challenges. That’s the converging relationship between wealth and tech. Advisors widely acknowledge the need for innovative platforms ...

If you’re an operations leader, you’ve likely heard the promise of seamless technology integration. The refrain from technology vendors is familiar: “Our system is integratable with your tech stack!” ...

As AI, cloud, and other technology investments soar, organizations have to make investment decisions with increased speed and clarity. Practices like FinOps, IT financial management (ITFM), and ...

SMX, the digital transformation specialist backed by OceanSound Partners, has acquired a provider of budget and financial management technology solutions to push further into the business processes at ...

Tech is a game changer for wealth managers, giving them the one thing they can’t create – time. No matter what role a technology solution is designed for, its primary benefit is completing a task ...