Next month, I’m looking forward to attending and speaking at the ABA TECHSHOW. One of the sessions will focus on using technology to provide client-friendly legal representation. The expectations of ...

The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher client expectations, and firms’ mandates to control costs. Service ...

The tools are evolving rapidly, but in wealth management, the real challenge isn’t access. It’s integration, security, and ...

Advisories that leverage technology see better results both for clients and employees, according to Fidelity surveying. Wealth advisement firms that lean into technology use show faster growth rates ...

These 10 firms are redesigning themselves and their business models to realize the huge opportunities available in modern ...

At Annex Wealth Management, we view our in-house team as our biggest difference maker and richest asset. Working together in an interdisciplinary fashion fosters better innovation, creativity and ...

RESEARCH TRIANGLE PARK, N.C., April 16, 2026 /PRNewswire/ -- RTI International, an independent scientific research institute, has named David White as vice president of client technology. In this role ...

OAC Technology, a Minneapolis–Saint Paul managed services provider, plans to measure client growth while continuing to serve small and medium-sized businesses. Building on 26 years, 500-plus clients, ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

NEW YORK CITY, NEW YORK / ACCESS Newswire / September 24, 2025 / New to The Street, one of the fastest-growing financial media platforms with over 3.5 million YouTube subscribers and weekly national ...

Traders Magazine, a Markets Media Group publication, caters to the institutional sell side, buy side and exchanges. Focused primarily on North American equity and options markets, Traders Magazine ...

The MarketWatch News Department was not involved in the creation of this content. White will shape technology strategy, including the use of AI, to support client work RESEARCH TRIANGLE PARK, N.C., ...