Tag:
wealth management
News
HCLTech and AWS Partner to Drive AI‑Powered Transformation in Financial Services
global technology services company HCLTech announced a strategic collaboration with Amazon Web Services (AWS) aimed at accelerating the transformation of the financial services industry....
Investment and Budget Allocation
Wilshire Appoints Todd Cassler as Chief Revenue Officer
Wilshire, a leading investment solutions and analytics platform with over $1.5 trillion in assets under advisement and $125 billion in assets under management, announced...
Investment and Budget Allocation
iA Financial Group Finalizes Acquisition of RF Capital to Strengthen Wealth Management Leadership
iA Financial Corporation Inc. and RF Capital Group Inc. have completed their announced acquisition. This marks a key milestone in Canada’s wealth management sector....
Customer Success
d1g1t and Mako Financial Technologies Form Strategic Partnership to Digitally Streamline Client Management Workflows
d1g1t, a leading enterprise wealth management technology provider, and Mako Financial Technologies, a provider of next-generation workflow technology solutions for the financial services industry, announced...
News
DataDasher & Bento Engine Partner to Boost Data-Driven Advice
With the Bento integration, DataDasher further expands its capabilities to provide purpose-built content and high-impact advice at scale for customers
DataDasher AI, developer of an...
Investment and Budget Allocation
Wellesley Asset Management Announces Acquisition of Halbert Wealth
Wellesley Asset Management, an independent SEC-registered Investment Advisor, a leading provider of wealth management, and investment management services, is pleased to announce the acquisition...
Investment and Budget Allocation
Savvy Wealth Appoints Anshul Sharma as Chief Investment Officer
Savvy Wealth (“Savvy”), a digital-first platform for financial advisors centered around modernizing human financial advice, announced the appointment of Anshul Sharma as chief investment officer (“CIO”)....
Investment and Budget Allocation
Leveraging Cognitive Banking for Personalized Financial Solutions
Artificial intelligence (AI) is one of the new technologies that the banking and financial services industry has been implementing to improve its services in...