Generative AI is fundamentally transforming the wealth management industry by enhancing fraud detection, enabling personalized investment strategies and elevating service.

Offsoar is rolling out a fresh initiative focused on changing the game for offshore data warehousing. This move is set to ...

The newest advisor-focused AI notetaker arrives with a low-price pitch for enterprises – but is it too little, too late to ...

Since then, Kingswood has made 19 acquisitions, funded through HSQ’s equity and debt from a major asset manager. By June 2024 ...

Venture capital firm Insight Partners says hackers may have downloaded client data in a security breach early this year.

IBM has evolved the watsonx.data platform to address roadblocks in scaling generative and agent-based AI, especially the need ...

New CIAM platforms are addressing a significant barrier to enterprise AI adoption: identity management for autonomous agents.

That variable is AI-backed software vendors that can gain access to this data. As a client, that means that you must trust your lawyer’s data management and the process of their AI service providers.

Ng’s vision for AI in wealth management is rooted in practical optimism. He envisions a future where clients and wealth ...

The company's commitment to innovation, client service and cultural integrity aligns deeply with my own values,' says ...

Despite security enhancements from Microsoft, CPA firms are likely to disable the controversial Recall feature in Windows 11, ...