Based on the research, 12% of banks and insurers can be classified as cloud innovators who leverage a well-defined cloud ...

Could the circular economy model, which aims to reduce waste and use resources more efficiently, provide consistent returns ...

LONDON, Nov. 14, 2024 (GLOBE NEWSWIRE) -- S64, the global alternatives fintech and solutions partner to the wealth management industry, and DWS, one of the world’s largest asset managers with EUR 963 ...

Plus: Ortec Finance expands board; Swedish Fund Selection Agency adds to strategy and business development team ...

The platforms' alliance will address a major barrier for advisors that want to incorporate annuity and insurance products ...

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

Teams do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research.

Zeplyn, designed to streamline wealth management workflows, has raised $3 million in a seed funding round led by Leo Capital.

Business leaders at advisories working to bridge retirement plans and wealth services agree it’s still early days, but some ...

Portfolio Management Services (PMS) offer a tailored investment approach with higher risk and potential returns, suitable for ...

High net worth individuals often need financial advisors because as their wealth grows, managing all of that can be very ...

Vega raises $20m series A led by Apollo and Motive. Apollo has become an enterprise-scale client, using AltOS to power its client operations.