Addepar introduced AI agents and data connectivity features while YourStake acquired First Affirmative and Envestnet enhanced ...

A wave of disruptive technology is reshaping the wealth management industry. New ESG screening tools, generative AI and conversational ChatGPT marketing have helped firms elevate their offerings, ...

Among its many consequences, fragmented and disorganized data in the homecare industry can make care coordinators feel like they’re piecing together a puzzle with a few missing or incorrectly labeled ...

NEW YORK--(BUSINESS WIRE)--Lenox Park Solutions, Inc. (“Lenox Park”, or the “Company”), a leading collaboration and data analytics financial technology firm, has reported that OCIO firms totaling ...

SAINT PETERSBURG, Fla. & CHICAGO--(BUSINESS WIRE)--Dynasty Financial Partners (“Dynasty”), the provider of technology-enabled wealth management solutions and business services for financial advisory ...

The Texas State Securities Board issued guidance for investment advisers that use data aggregation services and third-party platforms in their advisory practices. The July 23 notice came in response ...

Financial institutions have always relied heavily on technology, but AI, data aggregation, and platform-based systems are changing how they ...

New AI integrations, which also includes intelligence from Pitchbook, is pushing advisor-grade investment data directly into ...

In a trend that shows no sign of slowing, hospitals and health systems are affiliating, acquiring and merging more than ever before. With those sprawling new entities come lots of challenges combining ...

Like all businesses, financial advisors must constantly seek to become more effective and efficient in the provision of services to their clients. With more effectiveness and efficiency comes lower ...

Data preparation software helps clean, transform and organize data. Explore our list of top data preparation software to find the right tool for your business. More and more companies are leveraging ...