AI is changing everything—especially when it comes to how the C-suite evaluates financial technology investments.

It’s happening and will continue to do so, but it’s not without challenges. That’s the converging relationship between wealth and tech. Advisors widely acknowledge the need for innovative platforms ...

Financial technology startup AlpacaDB Inc. today announced that it has raised $150 million in funding at a $1.15 billion ...

PPL Corporation is overhauling how it tracks, prioritizes, and manages technology spending as part of a broader effort to modernize its utility operations. Working with Accenture and software provider ...

I’m the president and CEO of Willow Creek Wealth Management, an RIA in Sebastopol, Calif. It’s about an hour north of San Francisco. It’s a cool spot in the wine country in Sonoma County. My ...

LPL Financial announced $500 million investment in technology to enhance advisor tools and client experiences, including AI solutions and leadership expansion. LPL Financial LLC announced significant ...

Cetera Financial Group announced this week that it has partnered with TIFIN AG to eventually provide Cetera’s 12,000 advisors and the firm’s financial institutions access to artificial intelligence ...

Forbes contributors publish independent expert analyses and insights. I cover the impact of AI and Machine Learning on the supply chain. In today's manufacturing and supply chain environment, a ...

As AI, cloud, and other technology investments soar, organizations have to make investment decisions with increased speed and clarity. Practices like FinOps, IT financial management (ITFM), and ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

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