Tag: financial advisors

FNZ has announced the launch of FNZ Advisor AI, a generative AI-powered solution designed to transform financial advice delivery worldwide. The launch comes at a...

Modern Wealth teams up with RISR to boost strategic business owner planning. Read how this new partnership empowers advisors

A fresh wave of financial regulation is reshaping how banks, asset managers and real estate advisors operate, driven by the introduction of CRR III...

iCapital, a global FinTech company shaping the future of investing, has secured over $820m in its latest funding round, boosting its valuation to over...

BNY has partnered with iCapital to enhance the alternative investment experience for wealth advisors, aiming to simplify how they manage and access alts alongside traditional holdings.

Savvy Wealth, a digital-first platform for financial advisors focused on modernising human-centred financial advice, has closed a significant funding round to expand its technology and services.

Many asset managers remain shackled by outdated systems, despite rising client expectations and stricter regulatory frameworks.

Wealth management firms are grappling with rising pressures to deliver fast, personalised, and insightful advice to clients. But while expectations grow, many advisors are weighed down by inefficiencies, particularly the mounting problem known as "toggle tax."

Wealthbox, a New York City-based CRM software platform for financial advisors, has secured a $200m strategic majority investment from Sixth Street Growth. According to FinSMEs,...

Morningstar’s integration of Direct Advisory Suite with ByAllAccounts is revolutionising the way financial advisors and home offices manage client relationships and data workflows. By consolidating vast streams of financial information, the two platforms are transforming operational efficiency while delivering a seamless experience for both advisors and clients.