iCapital will introduce the first-of-its-kind reusable KYC/AML passport technology for alternative investments, aiming to eliminate duplicative investor profiles and compliance checks, which saves ...

Private wealth management in Asia and the Middle East has long been built on relationship depth, trusted networks, and the ...

Alternative investment platform iCapital has agreed to acquire Parallel Markets, an identity verification software developer. The terms of the deal were not disclosed, but it is expected to be ...

Artificial intelligence is rapidly transforming the wealth management industry. As client expectations shift toward more personalized and real-time experiences, firms are leveraging AI-powered ...

Years of Experience is the number of years an individual is registered as an investment advisor only, rather than combined years of experience as either an investment advisor or broker.

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Written By Written by Staff Senior Editor, ...