Data and information management

A new Arizent study finds that the wealth management industry is deploying AI tools in a significant number of cases at a rate three times higher than those in banking, and even higher when compared to mortgage and insurance.

A new breed of people is undoubtedly emerging and exploiting modern technology in ways that defy our most basic assumptions about the relationship between work and physical place.

As online dating grew during the pandemic, Americans lost over $2.3 billion to romance scams over the past five years.

Plus, a new retirement tool from Income Lab and a fresh Envestnet deal.

Through monitoring, family communication and education, Carefull wants to support those managing the finances of aging loved ones.

A new Accenture study shows more than 80% of advisors believe AI will soon have a “direct, measurable and consistent impact” on client-advisor relationships.

Plus, a new partnership for Marstone and Facet Wealth adds to its award-winning team

Plus, Bank of America investing in an alternative investment platform, and Wealthramp helping advisors with fee calculations.

The chief product officer for Skience talks about the importance of centralized data and why the human touch is the most important part of fintech.

Ric Edelman, Lori Hardwick and investors shaping the industry’s future give financial advisors an insider’s view.

Wealth managers know they need to be digital but aren’t confident about how to get there.

Plus, a new partnership for Pontera and expanded API offerings from Riskalyze.

Developing a future-ready tech strategy can push innovation, growth and your organization forward.

Why planning ahead, spending smart and operating with confidence can help advisors leverage technology to drive growth.

There are steps you can take year-round, to help keep your clients’ personal data safe.

There are three basic steps that other financial firms have already adopted in larger numbers than wealth managers.