Part of the funding will go toward further developing its latest technology and expanding into the wealth management market.

Morgan Stanley discovered last year that a yearslong brokerage customer had been convicted in 2005 in a U.S. court—for lying ...

The J.D. Power 2024 Canada Wealth Management Digital Experience Study reveals that most firms excel in delivering functional ...

December 2024 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts - ...

The brokerage firm will buy TradePMR, which custodies assets on behalf of financial advisors and has more than $40 billion in ...

The financial industry veteran will be taking over a broad mandate, including developing investment strategies and overseeing ...

"MAG Wealth Management takes over Ovation Wealth Advisors" was originally created and published by Private Banker ...

Based in Charlotte, FTWA has seen rapid growth since its inception in early 2022. It now manages $2.5 billion in client ...

Fera Jeraj, Chief Technology Officer at Canaccord Genuity Wealth Management, on how AI is reshaping sector priorities ...

In financial services and specifically wealth advisory, success is often measured by the growth of assets under management and the ability to ...

Canadian financial services group working with Fenchurch Advisory on a strategic review of the venture ...

Generative artificial intelligence company Boosted.ai announced this week the closing of a $15 million financing round. Part of the funding will go toward further developing its latest technology and ...