The financial industry has experienced significant technological advancements, leading to the emergence of WealthTech. Short ...

The J.D. Power 2024 Canada Wealth Management Digital Experience Study reveals that most firms excel in delivering functional ...

Failing to keep up will put firms at a major disadvantage in their efforts to drive organic growth,” Craig Martin, executive managing director and global head of wealth and l ...

Wealth management has become more personalized than ever before. With the rise of financial planning software, individuals ...

Celebrity wealth in entertainment and sports extends far beyond performance income alone. Stars like Cardi B, Angel Reese and ...

With the introduction of Personal USD Accounts, Nexo empowers clients to top up and withdraw USD through bank transactions directly in their name, creating an unparalleled customer journey that meets ...

Advyzon, an all-in-one technology provider to the wealth management industry, this week announced it would launch Auria, a ...

Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) and Meta Platforms (NASDAQ: META) are leaders of digital innovation that have created ...

Digital wealth management platform Endowus has launched its inaugural brand campaign in Hong Kong as it expands its presence in the city. This comes as Endowus sees Hong Kong as a well-established ...

The alliance will give advisors at the top-ranked independent access to the fintech provider's estate planning capabilities.

"Across BMO Wealth Management, we are putting our clients at the centre of all we do. Leading with a digital-first mindset, we will continue to improve the ease and simplicity of our platform to ...

Trusted since 1994, NJ Wealth has become a leading platform in the mutual fund distribution industry, helping MF distributors ...