The wealth management industry is undergoing an evolution, both in terms of client needs and the availability of tools that can help firms manage customer experiences more efficiently. As clients grow ...

Apex Fintech Solutions has launched its Apex AI Suite, featuring one of the first agentic development kits in the clearing ...

NEW YORK--(BUSINESS WIRE)--AdvisorEngine ®, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors and their ...

IRALOGIX, a leading provider of cloud-based, fully paperless IRA recordkeeping and technology solutions for the wealth management industry, has been named to FinTech Global’s prestigious 2025 ...

NEW YORK, Dec. 2, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (BR) (NYSE: BR), a global Fintech leader, today announced that it has been positioned as a Leader in the inaugural IDC ...

Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company WESTON, Mass.--(BUSINESS WIRE)--Advisor360° has ...

Tis the season when wealth management firms make their wish lists for tools, platforms and technologies for the coming year. So what do the folks running the back office most want under their server ...

CHICAGO - Morningstar , Inc. (NASDAQ:MORN) has announced a strategic partnership with SS&C Technologies, Inc., marking a significant integration of Morningstar's Direct Advisory Suite with SS&C's ...

This content is contributed or sourced from third parties but has been subject to Finextra editorial review. Technology in the wealth management industry cannot be avoided. Firms will have to adapt or ...

As always, success depends on execution. Firms must be willing to let go of existing legacy systems, embrace outsourcing where it makes sense, and trust in the power of data to drive decision-making.

From left, Era Jain, co-founder and CEO of Zeplyn; Janise Brooks, president of PAX Financial Group; and Trevor Chuna, senior vice president and chief technology officer of the Sequoia Financial Group ...

BERWYN, PA — Envestnet has appointed Chris Todd as its new Chief Executive Officer, which took effect on January 21, 2025.