Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients real-time insights and quicker answers while cultivating stronger trust in their ...

Mohan Gurupackiam of Steward Partners discusses how wealth management firms are rethinking their technology investments.

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

As the legal industry continues to evolve at a rapid pace, mastering the Essential Tech Skills for Lawyers is no longer optional. Law firms, corporate legal dep ...

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 ...

The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher ...

Zehra Cataltepe is the CEO of TAZI.AI, an adaptive, explainable AI and GenAI platform for business users. She has 100+ AI papers & patents. For wealth management firms, finding and converting the best ...

For advisors, offering a modern client portal is a critical tool for staying relevant, competitive and connected.

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

U.S. retirement savers are often chastised for not making the most of their retirement accounts. But financial advisors can be equally guilty of ignoring or overlooking what is often a client's ...