Tag: Client Engagement

Wealth management is entering a decisive new era, with artificial intelligence reshaping what advisers, clients, and financial institutions can realistically achieve. IntellectAI, which offers wealth...

Wealth.com, a leading end-to-end estate planning platform for financial advisors, has become the first to directly integrate with Advyzon, an all-in-one wealth management platform used by more than 2,400 advisors across the US.

Voya Financial has launched WealthPath, a new platform designed to strengthen its wealth management capabilities and empower financial advisors to provide more integrated and personalised financial guidance.

In the wealth management industry, scaling personalised advice while growing Assets under Management (AuM) has become more than a differentiator — it is now...

Wealth management is evolving rapidly, and clients now demand more than strong investment returns. They want advice that aligns closely with their personal aspirations...

The wealth management industry is undergoing a seismic shift, driven by the rapid adoption of AI and automation technologies. These tools are not only enhancing...

FE fundinfo has taken a significant step in transforming financial planning for advisers by combining its cashflow planning solution, FE CashCalc, with its portfolio analysis tool, FE Analytics, on its Nexus platform.

Jump and RightCapital have announced a new partnership aimed at transforming how financial advisors manage client relationships and streamline planning processes. The collaboration brings together...

In today’s rapidly evolving wealth management landscape, staying relevant is not just important for advisors—it’s essential. With intense competition and ever-changing client expectations, the ability to meet clients where they are and provide timely, personalised advice can set a firm apart. The key to achieving this lies in combining data-driven insights with scalable solutions that enhance the overall client experience.

The landscape of wealth management is undergoing a transformative shift, moving away from traditional robo-advisory to embrace a new, dynamic model known as "intelligent...