Agreement to adopt next-generation wealth management platform is latest step in firm's multi-year transformation
CIO explains why resurgence of vehicle has been a boon for some after years of avoiding costly IPO process
Wealthtech firm's InvestorEQ tool promises to transform practices with increased client connection and impact
Fintech provider to receive advisory support as it takes digital wealth management platform to market
Wealth industry leaders from Wellington-Altus and Mandeville Private Client discuss how their firms are balancing needs for safety, flexibility, and connection
Wealthtech firm receives resounding vote of confidence with additional funding from existing investors
