TORONTO, December 02, 2024--(BUSINESS WIRE)--Addenda Capital, a leader in sustainable investment management has selected OneVest, a cutting-edge wealth management technology company as its wealth ...

Truist Wealth, the private wealth business of Truist Financial Corporation , is proud to announce a leap forward in its digital transformation journey, powered by InvestCloud, a global leader in ...

Australian investment manager Perpetual said it is in talks with Bain Capital over a potential sale of its $14 billion wealth-management business.

As artificial intelligence changes the financial services industry, should advisors feel threatened? No, computer experts say. They see the current wave of technology as an opportunity to provide ...

Italian-based financial software provider Objectway Group is expanding its North American footprint with the purchase of digital wealth manager Nest Wealth Holdings Inc., one of Canada’s first ...

The private wealth landscape has evolved significantly over the past decade, and this pace is continuing. Technology has played a part in this transformation, enabling seamless digital portfolio ...

The leadership team at TD Wealth Management and Insurance is getting a shakeup, effective June 14. Dave Kelly, who’s been senior vice-president and head of TD Wealth Private Wealth Management (TD ...

Between wealth management and private banking, the former tends to be more of an individualized service that aims to help clients with their portfolios and overall financial situations. Wealth ...