Dr. Vinay Nair is the founder and CEO of TIFIN, a fintech platform using AI to build products for the wealth, insurance and ...

SMArtX Advisory Solutions delivers award-winning UMA technology through a cloud-native, modular platform for RIAs, asset ...

iA Financial Corporation announced this morning the acquisition of RF Capital Group Inc., more commonly known as Richardson ...

AI in financial decision making is emerging as the path forward. But the real opportunity lies in knowing how and where to ...

The study, the third in the company’s Peaks Research for Wealth Platforms series, highlights three main takeaways. According ...

Meanwhile, $34 billion independent First Manhattan welcomed New Jersey-based Roanoke Asset Management, an RIA firm with more ...

Social media and other digital technologies have fundamentally altered the process and, experts say, often distract financial ...

As the advisory business model continues to grow in importance, broker/dealers are increasingly becoming RIA support platforms, competing with firms that have been doing so for many years.

Canadian company iA Financial has agreed to acquire RF Capital Group, a wealth management-focused company, in a deal valued ...

Linepoint Partners and Washington Trust Wealth Management have announced key leadership additions as both firms continue to scale their platforms for high-net-worth and ultra-high-net-worth ...