Big announcements by Franklin Templeton, TIFIN and CogniCor display why experts see vast potential for artificial intelligence helping — rather than replacing — financial advisors.

NEW YORK--(BUSINESS WIRE)--OneVest, a leader in wealth management technology, today announced the launch of its platform capabilities in the United States. The company’s highly configurable ...

What’s Not Going To Change In Wealth Management? Demand For Wealth Managers. In their Global Wealth Report 2023, Credit Suisse and UBS estimate that global wealth will increase by 38% through ...

Investors are prepared to dump their wealth managers if they fail to embrace new technology, suggests recently published research. 2 26 September 2024 Be the first to comment Editorial ...

As the wealth management industry continues to evolve, it is clear that embracing technological advancements and adapting to changing client needs will be crucial for future success.

By 2030, generative AI will catalyze a metamorphosis of today’s wealth managers.A smaller cadre of para-advisors will replace most of them. A relatively small number of wealth advocates will ...

Wealth managers can offer online platforms or mobile apps that make it easy for clients to research charitable organizations, track their giving, and receive updates on the impact of their donations.

The wealth management industry stands on the precipice of profound change. Disruptive technological forces and evolving client expectations have pushed wealth managers into uncharted territory ...

New partnership integrates MDOTM Sphere platform into WealthAi’s ecosystem, giving wealth managers access to AI-driven ...

Alaris Acquisitions, a leading sell-side M&A consultancy for the wealth management industry, announced today the release of The Alaris Lens Applic Alaris Acquisitions Unveils ‘Lens ...

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 ...

Nevertheless, Avaloq discovered that wealth managers had low faith in their technological systems, with 44% of respondents calling them outdated and 31% saying they aren't appropriate for their ...