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.

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 ...

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 ...

At Annex Wealth Management, we view our in-house team as our biggest difference maker and richest asset. Working together in an interdisciplinary fashion fosters better innovation, creativity and ...

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 ...

HERNDON, Va.--(BUSINESS WIRE)--Iron Bow Technologies, a leading technology solutions provider to government, commercial, and healthcare markets, today announced it was recognized at the 2022 Dell ...

FIS regularly hears from RIAs and banks with wealth management departments about the need to have better mobile apps and ...

Society’s vast reliance on data and technology is shaping the way we live and do business every day. The COVID-19 pandemic has only accelerated progress and adoption of technologies for digital ...

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.

Today’s financial advisors and wealth managers are always looking ahead. You’ve got an eye on your clients’ portfolio forecasts and macro trends that could impact markets. But don’t forget to look ...

I had the privilege of participating in Dimensional Fund Advisor’s recent Applied Business Strategy Workshop with DFA’s Regional Director, Charles Savari. The opening question Charles posed during our ...