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 ...

Competition from direct-to-consumer platforms is intensifying. Retail brokerage providers have expanded at a five-year ...

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 ...

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 ...

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

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, ...

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 ...

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., ...