The rise of technology in wealth management has allowed advisory clients ever-greater online access to their account information. But it's also given rise to fears that increased digital autonomy may ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

In this Network World Clear Choice Test of client management product we review products for a myriad of traditional desktop management capabilities such as asset inventory, client configuration and ...

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Wealth Management (MSWM) today announced the next innovation milestone in its AI @ Morgan Stanley suite of GenAI tools for Financial Advisors (FAs). The new ...

Your tech stack isn’t a back-office decision; it’s your competitive edge Born in Omaha, Nebraska, Stoy graduated from Drake University with a BSBA in finance and a minor in business law and insurance.

Dell on Tuesday announced it's expanding Dell Hybrid Client, client computing software that gives users seamless access their applications and data -- whether it's on the cloud, in a data center or on ...

The wealth management industry is looking to diversify. No, not in terms of their portfolio of investments. Rather, they are seeking to expand beyond the current pool of customers they typically ...

Personetics, the global leader in financial data-driven customer engagement, released a report titled “Spotlight on North America: Banks and Credit Unions Need to Promote Customers’ Financial ...

Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

With client expectations going through the roof, agencies need the right tools to help them organize, manage and track their projects and tasks. Agency project management software does just that. From ...

The gambler using a fixed deck of cards which allows him to palm a high card. (Photo by George Karger/Getty Images) Imagine walking into a wealth management firm in 2034 and finding half the desks ...

MINNEAPOLIS--(BUSINESS WIRE)--Financial advisors Jim Guthrie CFP ®, CRPC™, MBA and Stephen Rouner recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Merrill Lynch with ...