The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher client expectations, and firms’ mandates to control costs. Service ...

Next month, I’m looking forward to attending and speaking at the ABA TECHSHOW. One of the sessions will focus on using technology to provide client-friendly legal representation. The expectations of ...

Clients Can Research Stocks, Analyze Performance, and Generate Trade Instructions in Claude. The Client Approves Every Trade.

Investing in new technology is only half the battle for financial advisers. They must also learn how to use it effectively, which can be easier said than done. While there are many digital tools on ...

RESEARCH TRIANGLE PARK, N.C., April 16, 2026 /PRNewswire/ -- RTI International, an independent scientific research institute, has named David White as vice president of client technology. In this role ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

Around 10% of advisors expect to change firms or consolidate their practices this year; such transitions can mean losing a significant part of client assets if not managed carefully. Processing ...

Like all modern operating businesses, accounting firms today can't look like those of the past. Clients are expecting change, and so are the employees that engage them. Digital natives make up more of ...

As wealth management firms gear up to spend big on technology in 2023, wealthtech solutions focused on a smooth experience and deep insights are poised to get a significant piece of the pie.

Lincoln Ross is the CEO and president of CircleBlack Inc., a leading cloud-based software platform helping advisors better manage their clients’ wealth while growing and deepening advisor-client ...

OAC Technology serves businesses with cybersecurity, managed IT, network administration, and backup services, gaining regional recognition for its reliable service and client satisfaction. The company ...

When you look at the power of today’s smartphones and cloud services, there are clear reasons to think thin clients may rise Earlier this week, I was at Dell’s analyst update on its thin client ...