The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher client expectations, and firms’ mandates to control costs. Service ...

The traditional model of legal practice often left clients in the dark-waiting for phone call updates, unsure of next steps, ...

Advisories that leverage technology see better results both for clients and employees, according to Fidelity surveying. Wealth advisement firms that lean into technology use show faster growth rates ...

In the coming years, high-net-worth clients will demand some degree of personalization, but wealth managers admit they will need to upgrade their software tools to meet the demand, according to an ...

With every click and swipe, the way we live, work and connect has been reshaped by technology. As our clients' expectations evolve, so too must our approach to meeting their needs. Technology is ...

The financial services industry has undergone significant transformations over the past decade, driven largely by technological advancements. Amidst this digital innovation, one constant remains: the ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

OAC Technology serves businesses with cybersecurity, managed IT, network administration, and backup services, gaining regional recognition for its reliable service and client satisfaction. The company ...

Advisors must prioritize organic growth, succession planning, AI adoption and advanced strategies to thrive in 2026's ...

Simon Roche, senior vice-president, division executive, head of Capital Markets Business Process Services, FIS: We lead with an intellectual property (IP) and technology-first approach, and then BPaaS ...

NEW YORK, Nov. 11, 2025 /PRNewswire/ -- BRG today announced that Peter Smith has joined the firm as a managing director to lead the firm's artificial intelligence (AI) initiatives. Smith, former ...

When you look at the power of today’s smartphones and cloud services, there are clear reasons to think thin clients may rise Earlier this week, I was at Dell’s analyst update on its thin client ...