Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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Megan Hausmann, senior director of advisory success at Apex Fintech Solutions, emphasizes the need for advisors to adapt their technology to meet the needs of next-gen investors.
The artificial intelligence research platform is best known for its AI-driven personalized investment advice and real-time analytics. The terms of the deal weren’t made public.
PhilanthPro's Nicholas Palahnuk discusses how clients' growing interest in philanthropy demands a more integrated approach, where giving is strategically aligned with overall financial goals.
