It’s happening and will continue to do so, but it’s not without challenges. That’s the converging relationship between wealth and tech. Advisors widely acknowledge the need for innovative platforms ...

AUSTIN, Texas--(BUSINESS WIRE)--Apptio, a leading technology spend and value management company, today launched Apptio Cost Management to help organizations get started and realize value on their TBM ...

Wealth.com has moved up the scale in importance and relevance in financial and estate planning quickly in the last few years. The fact that it has garnered the attention of very large firms like ...

If you’re an operations leader, you’ve likely heard the promise of seamless technology integration. The refrain from technology vendors is familiar: “Our system is integratable with your tech stack!” ...

As AI, cloud, and other technology investments soar, organizations have to make investment decisions with increased speed and clarity. Practices like FinOps, IT financial management (ITFM), and ...

Learn how technology, regulation, and demographic shifts can redefine financial advisors' roles, with new trends in robo-advising, fiduciary duties, and wealth transfers.

KENNETT SQUARE, Pa.--(BUSINESS WIRE)--Chatham Financial, a global leader in financial risk management technology and advisory, announced its acquisition of Verumex (VmX), a comprehensive global data ...

NEW YORK, Dec. 2, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced that it has been positioned as a Leader in the inaugural IDC ...