As a trusted partner to financial institutions nationwide, the combined solution from AssetMark and Cheetah represents a new standard for trust and wealth management, empowering firms to grow while ...

Pontera™, the fintech company helping retirement savers receive professional 401(k) account management from their trusted ...

InvestCloud, a global leader in wealth technology, announced a strategic partnership with Registered Investment Adviser (RIA) Evoke Advisors (Evoke) to transform their digital experience. With ...

As a reference, approximately 30% of UP Fintech's newly funded accounts for the third quarter of 2024 also utilized the ...

S64, the global alternatives fintech and solutions partner to the wealth management industry, and DWS, one of the world’s ...

Notably, its wealth management products combine advanced financial technology with a user-friendly interface, providing ...

Fintech startup Zeplyn's flagship product, a platform-agnostic meeting assistant, reportedly saves advisors 10 to 12 hours ...

J.D. Power ranks the nation’s top mortgage lenders based on customer satisfaction, loyalty, and advocacy scores in its annual ...

The tech-driven RIA's new collaboration will give over 2.7000 wealth firms a direct path to manage client assets held away in ...

Financial Planning's Innovation Awards recognizes tech and wealth management firms that are making ground-breaking strides with fintech and AI.

The family office sector is undergoing a profound shift as the "great wealth transfer" continues to reshape wealth management.

A new report exploring the investment behaviors of India's ultra-wealthy reveals a growing appetite for alternative ...