As the wealth management business increasingly becomes a technology business, the wealthtech market is poised for substantial growth and expansion behind the momentum of cutting-edge tech. But we'll ...

Wealth management software is designed to make managing your money and tracking your assets as easy as possible. Whether you're nearing retirement and juggling rental properties in multiple states or ...

The boundaries between retirement, savings and wealth management are blurring, and the shift is accelerating as $84 trillion transfers to Millennials and Gen Z.

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic ...

Looks like there's quite a market for new wealth-management software tools. Some 75 percent of wealth managers are “frustrated” or “very frustrated” with their current software tools, according to a ...

Broadridge announced it will acquire RPM Technologies for $300 million. RPM has developed a modular suite of enterprise wealth management software capabilities. With the acquisition, BR will be able ...

Crypto custody specialist BitGo announced the acquisition of a software platform, HeightZero in a strategic move amid the rising institutional interest in crypto wealth management. What Happened: ...

BIGG Digital Assets Inc. (CSE: BIGG), an innovator in the digital assets space and owner of Netcoins, and Blockchain Intelligence Group and TerraZero is pleased to report that Finliti, a wealth ...

London Stock Exchange Group is the seller Wells Fargo Securities served as financial advisor to Clearlake and Motive with Sidley Austin LLP providing legal counsel Goldman Sachs, Wells Fargo ...

BOSTON--(BUSINESS WIRE)--Charles River Development, a State Street Company, together with Advisor360°, a wealth management software company, today announced a strategic partnership to offer their ...