The collaboration will leverage FNZ’s expertise in wealth management and Microsoft’s capabilities in AI and cloud ...

RBC is also making an investment in d1g1t to help accelerate the company's R&D and U.S. market expansion TORONTO, July 16, 2025 /CNW/ - d1g1t, a leading enterprise wealth management technology ...

“Advisor360° gives wealth managers technology solutions that transform the way they connect with clients, which is why this transaction was a perfect fit,” said Rich Napolitano, Chief ...

In wealth management, technology is supposed to be an enabler of growth, scale, and better client experiences. Yet, year after year, our industry quietly bleeds billions of dollars on one of its most ...

Kestra Private Wealth Services (Kestra PWS) is a hybrid registered investment advisor (RIA) headquartered in Austin, TX and supporting independent financial professional teams across the nation.

iCapital® Will Acquire Citi Wealth’s Alternative Investments Feeder Platform and Will Also Provide an End-to-End Technology Solution for All Alternative Investment Structures iCapital will also ...

Morgan Stanley (NYSE: MS) announced today that it has won two 2025 Celent Model Awards recognizing the Firm’s innovative use of technology. The Firm secured Model Wealth Manager Awards for its ...