Featured
Quarterly To Semiannual Reporting Could Reshape The Investment Landscape
The SEC’s proposal to allow public companies to shift from quarterly to semiannual reporting could significantly reshape the investment landscape, with meaningful implications for wealth advisors, RIAs, and long-term portfolio management s
What Everyone Is Missing About Mamdani’s Plan To Tax Ken Griffin’s $238 Million Penthouse
(CNN) - New York City Mayor Zohran Mamdani stood outside a luxury skyscraper in Manhattan for a video
Recent
Wealth Management and Fintech Veteran Bob Miller from PCR Says Digitalization Is “A Real Thing” Driving the Industry Forward
Miller has helped launch firms that have provided innovative web technologies to banks, hedge funds, administrators, and financial advisors.
Temenos Extends Partnership with Schroders for Wealth Front Office
Schroders Wealth Management set to deploy Temenos Wealth Front Office on Temenos Transact core to automate and enhance its advisory business.
InvestCloud: How Gamification Boosts Digital Engagement for Financial Institutions
Due to the global pandemic, the world has seen a huge push to digitalisation.
Big tech is great but advisers are sweating the small stuff, says NextWealth
Digital systems have proved invaluable during the pandemic but greater use of technology is currently not saving advisers time or money.