Tag: ROI

FullCircl marked a significant milestone, celebrating the first anniversary of its SmartBroker facility, a game-changer for BIBA members.

In today's rapidly evolving financial environment, mere regulatory adherence is insufficient for firms aiming to lead the market.

The wealth management industry is constantly evolving, and the ByAllAccounts Data Network represents a significant advancement in the field. By offering a comprehensive platform where one integration opens doors to an extensive array of financial data connections, the network promises to redefine operational efficiencies and innovation standards.

SaaS adoption in the financial and insurance services sectors is projected to grow significantly, reaching more than $130bn by 2027, up from $54bn in 2022.

Aidium, a trailblazer in the mortgage technology sector, has proudly announced a significant milestone with the completion of its $19m Series A funding round, spearheaded by PeakSpan Capital.

WealthManagement.com’s survey included 371 respondents from advisors, c-suite executives and others across RIAs, Insurance firms, Regional investment firms, Wirehouse firms and Bank brokerages from...

Research indicates that the Generative AI market is at a pivotal moment. According to Grandview Research’s Market Analysis report, the global generative AI market size stood at USD 10.14bn in 2022 and is poised to witness a compound annual growth rate (CAGR) of 35.6% from 2023 to 2030.