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Deloitte’s annual FSI Predictions report maps eight structural shifts across wealth management, banking, insurance and payments
In this FinextraTV interview at the Communify Intelligence Experience in Miami, Ali Bastani, Managing Director at Seven Post Investment Office, discusses how small wealth managemen...
Annual list comes at a time when technology is revolutionizing advice again
The funding will go toward expanding the company's enterprise reach and enhancing product development.
The Family Office has unveiled “Wealth Mermaid,” a pioneering AI-powered assistant fully integrated into its Client App The post The Family Office Launches Wealth Mermaid, a Pionee...
WealthArc today announced the launch of its new AI Agent, designed to automatically interpret financial documents The post WealthArc Launches AI Agent to Turn Alternative Data and...
New AI products and services from BetaNXT, Citi Wealth, Conquest announces Spanish Language Interface, integrations for Advisor360°.
The Financial Advisor FinTech Solutions Map compiled by Michael Kitces and Craig Iskowitz turns 8 years old this month.
New system integrates crypto with traditional investments
Zoe Financial earned a spot on FinTech Global's annual 'WealthTech 100' list for innovation in wealth management technology.
AI is revolutionizing wealth management, from replacing manual data entry to enhancing back-office roles and enabling scalable infrastructure
From AI adoption to unified data layers, industry leaders share what’s actually making the cut in their 2026 fintech playbooks.
Rob Bondiman explains how $8 billion VestGen works with its vendors to fuel its proprietary financial planning process.
Trading and wealth management fintech Openmarkets has expanded into private wealth advisory, onboarding several new advisers in the last 12 months.
Inside the enterprise grade wealth platform giving advisors institutional analytics, scalable operations, and a client experience HNW investors actually notice
The $9 trillion platform provider also enhanced Addison AI and introduced new private markets functionality, while YourStake acquired First Affirmative and Envestnet upgraded Money...
Affluent heirs face rising complexity as expected inheritances near $1M, fueling shift to integrated guidance.
WealthAi, the AI operating system built for wealth management, is launching its Compliance Solution - an agentic AI tool that helps compliance teams monitor, flag and audit client...
Plancorp and Cognicor share a one-month AI efficiency study, Cambridge introduces an AI assistant, Axtella names a new CTO, and eMoney updates its client portal.
The fintech giant claims its autonomous AI technology, tested across 40-plus clients since 2024, can cut operational costs by up to 30% for new adopters.
Iconiq Capital bets big on AI startups, investing billions in Anthropic and others to reshape industries and drive global innovation.
Spotlighting the top portfolio management software and fintech providers in Canada who are tackling pain points and enabling advisors to do more
Nick Reiland, co-founder of Vantage Point Financial, says the entire team builds an ever-evolving technology stack at the financial planning-focused firm.
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