InspereX Appoints Ira Lehrman Chief Technology Officer
July 30, 20253 min
Lehrman to Oversee Alignment of Firm’s Technology Functions
Atlas Acquires CWM, Surpasses $230M in Managed Assets
July 16, 20255 min
New leadership and advisor team to enhance AI-driven wealth solutions and mass affluent services
WealthAi, MDOTM Partner to Bring AI Investing to Advisors
July 15, 20254 min
MDOTM Ltd's AI platform Sphere will be available through the WealthAi MarketPlace, providing advisors and wealth managers with enhanced capabilities for portfolio construction, rebalancing, and automated reporting
HSBC UK Private Bank, Addepar Team Up on Client Reporting
June 3, 20255 min
HSBC UK Private Banking is the first major UK bank to adopt Addepar’s leading software platform designed specifically for wealth managers. This follows adoption in the US Private Bank, with rollout in the Channel Islands and Luxembourg to come later this year. HSBC UK Private Banking serves domestic and international ultra and high net worth clients, as well as family offices. As one of the largest banking and financial services organisations in the world, HSBC is committed to delivering...
Eton Advisors Boosts Trading with intelliflo redblack
May 16, 20254 min
RIA automates and streamlines processes with award-winning rebalancing and trading solution
Wealth transfer to women is reshaping financial advice. Advisors must evolve with tech, empathy, and tailored strategies to stay relevant.
Beck brings over two decades' experience to growing fintech
Intelliflo Redblack today announced that Focus Financial Partners Inc. has adopted Intelliflo Redblack as a strategic trade and rebalance technology solution, extending its capabilities across the organization’s firms. Focus Financial Partners is an interdependent partnership of wealth management, business management, and related financial services firms. Intelliflo Redblack and Focus have enjoyed a successful relationship for years. “At Focus, we remain dedicated to providing our firms with wealth-technology-stack options in support of expanding their impact and...
Empowering wealth management firms with the tools they need to streamline alternative asset management, reduce errors, uncover hidden insights, and make informed decisions faster - enabling them to thrive in an increasingly complex investment landscape.
Digital Transformation: AI’s Sudden Growth in Wealth Management
April 30, 202514 min
Digital transformation and AI growth are reshaping wealth management by enabling faster onboarding, automation, and stronger client relationships.