Collaboration With WealthTech Is The Way Forward In This ‘New Frontier’
The past year-and-a-half has seen seismic change of both the hearts and minds within the wealth management sector.
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The Pursuit of AI-Driven Wealth Management
Understanding the application of AI to business requires an understanding of context — strategy, customers, company culture, and so forth.
Wealth tech app enables gram by gram investing in gold
The team behind the app, which was previously known as Digital Swiss Gold, say they have spent the past six months updating it.
Credit Suisse hires new tech chief amid board flux
Credit Suisse named Joanne Hannaford as its new chief technology and operations officer and appointed her to the bank’s executive board.
CircleBlack Launches Major Upgrade to Wealth Management Platform
Advisors Now Have Configurable Dashboards, Faster Load Times, More Custom Options and Expanded Widget Capabilities
Harness Wealth raises $15 million to democratize the power of family offices
Family offices have existed since the 1800s, but they’ve never been so manifold as in recent years.
