Smaller accounts were never really a question of demand. They were a question of delivery. For most advisory firms, the challenge was not whether younger or less wealthy investors wanted professional ...

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. As the number of subscriptions worldwide is projected to reach ...

Moss Adams, a former Top 25 Firm that joined Baker Tilly US last year in a megamerger, has spun off its Moss Adams Wealth Management unit. Processing Content It will now be renamed Threadline Wealth, ...

In a year marked by rising geopolitical complexity, multi‑jurisdictional wealth structures and shifting expectations among the world’s wealthiest families, Citi Private Bank distinguished itself with ...

Federal court judges in New York and Michigan have offered split rulings on whether AI prompts seeking information from AI platforms are subject to the attorney-client privilege. The decisions show ...

In the past, firms could reverse course with limited disruption. Decisions made today may shape a firm's operating environment for years—an unfamiliar position for law firm leaders, Jason Milch writes ...

The program will track customer feedback from thousands of reviews from advisor directory Wealthtender and will use methods like natural language processing and machine learning to quantify the value ...

NEW YORK--(BUSINESS WIRE)--Avantos, an artificial intelligence (“AI”)-native operating system built to reimagine how financial institutions onboard and service clients, today announced it has ...

New offering is tailored to serve the banking and investing needs of clients with over $100K at PNC through a national network of affluent bankers and financial advisors, as well as 200 updated ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Dany Lepage discusses the architectural ...