COVID19 has accelerated the adoption of technology across many aspects of life, from virtual birthday parties to appointments with financial advisors.
Vanilla, the RIA entrepreneur’s automated estate planning company has raised roughly $11.6m through a Series A funding round, gets vote of confidence.
ePlus inc. today announced that it facilitated a largescale IT infrastructure deployment that will help Bryn Mawr Trust Company leverage technology.
As many of us are returning to the office, now is a good time to take stock of your cyber hygiene.
9F is in the process of applying for brokerage and digital assets management licenses in countries such as Singapore and the United States.
It’s not surprising that financial institutions and wealth management firms are looking to be early adopters of the latest AI technologies.
Amazon has invested in Indian fintech start-up Smallcase, laying the foundations for an incursion into the wealth management space.
