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The technology provider to financial advisers is partnering with Advisor Credit Exchange to help them connect their clients with banks and nonbanks for consumer and business loans.

Kimberly Harris-Ferrante is a Vice President and Distinguished Analyst in Gartner's Global Financial Services Industry Research and Advisory. Ms. Harris-Ferrante is responsible for monitoring the business and technology trends within the global property and casualty and life insurance industries. Her areas of specialization includes the business strategies and technologies to support digital insurance, customer experience management, claims transformation, advanced analytics, and artificial intelligence.

Last year's performance suggests the upstarts may have an Achilles' heel.

PR campaigns won’t be enough to salvage the bank’s reputation after a series of scandals. Instead, it should look into adopting a new name, among other crucial steps.

The Swiss bank’s managing director says the wealth management industry is ignoring what matters most — the client experience.

The 7,500-advisor network agreed to buy certain assets of Foresters Financial’s U.S. BD and RIA.

Just over half of clients expect it will be harder for the next generation in their family to feel comfortable financially.

Nick Maroutsos’ vision for JUCTX, which lost over half of its assets when the ex-bond king pulled out, is far different from the unconstrained strategy.

Basabdutta (Moon) Chakraborty is an experienced technical lead and results-driven solution architect with a history of successful project implementations in multiple countries. She is also a technology blogger with Trade Press Services. Currently, she is working on customer care initiatives for Amway. For additional information, contact Chakraborty.basabdutta@gmail.com.