Mike Capelle, co-CEO and co-founder of Modern Wealth, discusses how the firm is building a flexible technology stack that ...

New York, NY, April 09, 2025 (GLOBE NEWSWIRE) -- The globally recognized artificial intelligence financial platform SmartsAI Contracts (also known as Smarts AI Contracts) has announced the official ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. With the generational transfer of wealth, new regulations and growth in ...

Private wealth management in Asia and the Middle East has long been built on relationship depth, trusted networks, and the ...

In the world of personal finance, many people find themselves navigating a path without a trusted guide. The resulting advice gap leaves many worried about making the right financial decisions. In ...

iCapital’s recent integrations into BNY and Orion is part of a mega trend pushing alts to the forefront of how both large and small advisory firms manage portfolios. Increasing numbers of marquee ...

DUBLIN, Aug. 20, 2019 /PRNewswire/ -- The "Private Banking and Wealth Management Systems Case Studies" report has been added to ResearchAndMarkets.com's offering. This compilation of Private Banking ...

BOSTON--(BUSINESS WIRE)--Andes Wealth Technologies, the first company to combine behavioral finance and risk analytics, empowering financial advisors to differentiate, satisfy Reg BI, and deliver ...

Publicly traded banking and financial institution Alliance Bank Malaysia Berhad has announced its partnership with software house and IT services provider Comarch to launch a digital wealth platform.

Short Answer: Wealth Management provides a holistic view of your wealth. Managing your wealth can be a complex and daunting task, especially when your assets grow and your financial situation becomes ...