CENTENNIAL, Colo.--(BUSINESS WIRE)--The College for Financial Planning—a Kaplan Company has launched the Wealth Management Professional Assistant, leveraging artificial intelligence, designed to ...

InvestEdge is a long-standing leader in the world of FinTech. InvestEdge provides a platform with a streamlined set of suites and tools to handle all aspects of wealth management, including portfolio ...

Wealth management is a service typically offered by brokerage firms and independent financial advisors to help wealthy individuals put together the pieces of their financial life. It’s not for ...

Si Katara, Founder and CEO of Tapp Finance (also known as robo-advisors). As these robo-advisors become more sophisticated, they are leveling the playing field, providing access to professional wealth ...

Households working with professional financial advisors are demonstrating stronger financial stability, greater confidence in ...

Elevating firm-wide decision making through better data hygiene, structure and activation will make all the difference in ...

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Citizens Private Wealth, the private wealth arm of Citizens Financial Group, has welcomed a team of seasoned advisors based in Florida as it continues to grow its wealth management capabilities. The ...

The Wealth Professional Awards 2026 return for their twelfth year as the benchmark for excellence in Canada’s wealth ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

Si Katara, Founder and CEO of TappAlpha. The wealth management industry has witnessed significant changes in recent years, driven in part by the rapid advancement of technology and the emergence of ...