How Machine Learning is Reshaping Risk Assessment in Wealth Management
September 12, 202514 min
Machine learning transforms wealth management risk assessment with predictive models, efficiency, and ethical AI.
YCharts Wins Award for AI Chat Innovation
September 8, 20254 min
Award-Winning AI Chat Sets New Standard for Workflow Automation, Time Savings, and AUM Growth for Financial Advisors
Wealth.com Adds Top Execs to Advisory Board
September 3, 20256 min
Recognized financial services and technology executives join Wealth.com’s Advisory Board, reinforcing company’s rapid growth and guiding next phase of innovation
DriveWealth Names Naureen Hassan Chief Executive Officer
August 21, 20255 min
Distinguished financial services executive and former president of UBS Americas will lead DriveWealth’s next phase of growth and innovation
Record H1 Trading Volume at ICE Bonds for Corporate & Municipal
August 19, 20254 min
Registers first spread-based click-to-trade corporate bond order
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