TORONTO--(BUSINESS WIRE)--CapIntel, a pioneer in financial technology solutions transforming how wealth professionals communicate investment insights, today announces the formalization of a strategic ...

TROY, Mich.: 20 Nov. 2025 — Does your wealth management website or mobile app look more like a Wall Street trading floor than a boring corporate brand page? It’s no accident. According to the J.D.

TROY, Mich.: 21 Nov. 2024 — As expectations for the wealth management client experience continue to evolve from being more transaction- and product-driven to a more bespoke engagement, digital apps ...

LOS ANGELES--(BUSINESS WIRE)--InvestCloud, a global leader in wealth technology and First American Bank (FAB), a regional financial institution with $7 billion in assets under management and 61 ...

Your tech stack isn’t a back-office decision; it’s your competitive edge Born in Omaha, Nebraska, Stoy graduated from Drake University with a BSBA in finance and a minor in business law and insurance.

The Langston Wealth Management Center at The University of Texas at Austin’s McCombs School of Business has announced a strategic partnership with Wealthtender, the nation’s leading independent ...

WOBURN, Mass., Sept. 29, 2025 /PRNewswire/ -- FusionIQ, the leader in digital wealth management, today announced a strategic partnership with The Greens to provide a market-leading digital wealth ...

NEW YORK--(BUSINESS WIRE)-- MSCI Inc. (MSCI) (NYSE: MSCI) and PNC Bank have entered into a strategic collaboration to provide financial advisors of PNC with access to MSCI Wealth Manager – a fully ...

The wealth management industry is looking to diversify. No, not in terms of their portfolio of investments. Rather, they are seeking to expand beyond the current pool of customers they typically ...

The firm leads competitors in self-directed and full-service investor satisfaction in website and app J.P. Morgan Wealth Management has now become the most-awarded brand since J.D. Power created its U ...

The wealth management industry stands on the precipice of profound change. Disruptive technological forces and evolving client expectations have pushed wealth managers into uncharted territory.