Wealth Technology

Sun Life forges wealthtech partnership with Conquest Planning

Financial giant announces organization-wide rollout of digital tool as part of commitment to empower clients

Sun Life forges wealthtech partnership with Conquest Planning

Why the finance sector's tech adoption isn't down to talent

Report suggests AI and big data success stems from engaged leadership and the creation of T-shaped teams

Why the finance sector's tech adoption isn't down to talent

Poll finds tech top of mind among client-centric wealth managers

Survey of wealth management firms reveals trends and intentions around technology, new asset classes, and ESG

Poll finds tech top of mind among client-centric wealth managers

Looking for a new investment opportunity? Check med-tech companies

Doctors' digitization has been growing in the pandemic as clinics offer 'clicks and bricks' experiences

Looking for a new investment opportunity? Check med-tech companies

Building a tech-powered boutique experience for mid-market business owners

CWB Wealth Management president and CEO explains multi-year digital growth strategy behind new partnership with Conquest Planning

Building a tech-powered boutique experience for mid-market business owners

Why re-energising staff is next big task for advisors

Darren Coleman, of Raymond James, on remote-working fatigue, how the adaptable thrived and why he started a YouTube series – with his dog

Why re-energising staff is next big task for advisors