Next month, I’m looking forward to attending and speaking at the ABA TECHSHOW. One of the sessions will focus on using technology to provide client-friendly legal representation. The expectations of ...

The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher client expectations, and firms’ mandates to control costs. Service ...

Withum, a leading advisory, tax and accounting firm, and Aiwyn, a professional services technology innovator, announced the launch of Aiwyn Experience, a unified, custom-branded client portal designed ...

Global agreement adds to Securitas Technology's portfolio of AI-driven solutions to help enterprises move from reactive ...

Advisories that leverage technology see better results both for clients and employees, according to Fidelity surveying. Wealth advisement firms that lean into technology use show faster growth rates ...

WHY IT RATES: BlenderSolutions launched BlenderWallet, a mobile travel assistant designed to improve client services, enhance travel experiences and generate additional revenue for travel agencies by ...

In the coming years, high-net-worth clients will demand some degree of personalization, but wealth managers admit they will need to upgrade their software tools to meet the demand, according to an ...

Traders Magazine, a Markets Media Group publication, caters to the institutional sell side, buy side and exchanges. Focused primarily on North American equity and options markets, Traders Magazine ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

When Commonwealth Financial Network last March that it would be acquired by LPL, Adam Spiegelman confronted a decision he had been circling for years: stay in a consolidating broker-dealer ecosystem ...

When you look at the power of today’s smartphones and cloud services, there are clear reasons to think thin clients may rise Earlier this week, I was at Dell’s analyst update on its thin client ...