Technology and succession disconnect between HNW next-gens and family offices
December 31st, 2022 | 🕒
Text to Speech A new study from BNY Mellon Wealth Management and Campden Wealth suggests that the next generation of
Browsing the "Practice and client management" Tag
Advisor and client experience, data top the list of 2023 technology spending priorities
December 23rd, 2022 | 🕒
iSpeech As wealth management firms gear up to spend big on technology in 2023, wealthtech solutions focused on a smooth
AI, blockchain technology to push the wealth management software market to new heights eventually
December 8th, 2022 | 🕒
https://www.ispeech.org As the wealth management business increasingly becomes a technology business, the wealthtech market is poised for substantial growth and
Raymond James offering advanced technology education for financial advisors
September 2nd, 2022 | 🕒
iSpeech.org Raymond James wants to turn financial advisors into fintech experts. This week, the St. Petersburg, Florida-based firm introduced "Tech
How RIAs and financial advisors can bulk up on cybersecurity
April 5th, 2022 | 🕒
TTS Demo If the rising threats from malware, hacks, phishing and other breaches weren’t enough, the SEC has given financial
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