Tag:
Investment Research
Investment and Budget Allocation
Maridea Grows Regional Footprint Through Ashford Purchase
Maridea Wealth Management has officially expanded its national platform into Florida with the acquisition of Ashford Investment Advisors, a Daytona Beach-based, female-led firm managing...
Investment and Budget Allocation
YCharts Launches Specialized ‘Y’ AI Agent to Automate Critical Wealth Management Workflows
Investment research and client engagement platform YCharts has officially launched Y, a specialized AI agent purpose-built to transform end-to-end workflows for financial advisors and...
News
Morningstar Launches AI Assistant to Enhance Advisor Workflow
Morningstar, a leading provider of independent investment research and insights, has launched a new AI assistant embedded within Direct Advisory Suite, its flagship platform...
Performance Metrics and Analytics
ING Deploys Behavox Pathfinder to Elevate Front-Office Investment Research with AI
ING has selected Behavox Pathfinder Investment Research to deliver AI-powered, high-impact financial insights directly to its FICC front-office teams, strengthening the bank’s strategy to...
Investment and Budget Allocation
Boosted.ai Unveils Advanced Alfa Platform to Supercharge Investment Research with Agentic AI
Boosted.ai, a pioneer in AI-driven investment research, has launched an enhanced version of Alfa, its next-generation agentic AI platform designed to transform how asset...
