The wealth management industry is undergoing an evolution, both in terms of client needs and the availability of tools that can help firms manage customer experiences more efficiently. As clients grow ...

We’ve got some interesting AI headlines this month that appear to be the real beginning of a broader transformation of our industry. In addition, marketing is a hot topic because organic growth ...

As UHNW and HNW families across Asia confront rising complexity, concentrated risks and accelerating cross-border ambitions, ...

NEW YORK, Dec. 2, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (BR) (NYSE: BR), a global Fintech leader, today announced that it has been positioned as a Leader in the inaugural IDC ...

IRALOGIX, a leading provider of cloud-based, fully paperless IRA recordkeeping and technology solutions for the wealth management industry, has been named to FinTech Global’s prestigious 2025 ...

In his contribution to the Hubbis Asian Private Wealth Management Outlook 2026, Narit Kosalathip, Managing Director and Head ...

From left, Era Jain, co-founder and CEO of Zeplyn; Janise Brooks, president of PAX Financial Group; and Trevor Chuna, senior vice president and chief technology officer of the Sequoia Financial Group ...

Andrew Altfest, founder and CEO of FP Alpha, speaks during the Technology Tools for Today (T3) Conference on March 5 in Dallas. The cliché "drinking from a firehose" seems to have been crafted with an ...

Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company WESTON, Mass.--(BUSINESS WIRE)--Advisor360° has ...

This content is contributed or sourced from third parties but has been subject to Finextra editorial review. Technology in the wealth management industry cannot be avoided. Firms will have to adapt or ...

Private banking is evolving from a relationship-only model into a technology-enabled wealth advisory ecosystem. Across Europe, the US, Asia, and the UK, private banks face the challenge of balancing ...

Iress appoints wealth management MD for SA By Staff Writer, ITWebJohannesburg, 06 Feb 2026Dominic Rey joins Iress as MD of its wealth management business in SA. Financial services software company ...