Majority of firms consider digital transformation their top strategic priority
A new report from Broadridge Financial Solutions also indicates enthusiasm for AI is high, but buy-in on the metaverse remains low.
Source: financial-planning.com
Page 4 - Wealthtech Weekly News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Wealthtech Weekly Today - Breaking & Trending Today
Registrations open for second Future Proof Festival
Plus, celebrating Black tech titans and a fresh fintech idea attracts $3.1 million in seed funding
Source: financial-planning.com
Advisor360° M&A nets new wealthtech | Financial Planning
Plus, new deposit tools for J.P. Morgan Wealth Management clients, and Robinhood Retirement goes live.
Source: financial-planning.com
Large Envestnet shareholder seeking 4 board seats after slamming company performance
Investment firm Impactive Capital the Envestnet board needs change due to "lack of shareholder" alignment.
Source: financial-planning.com
Technology and succession disconnect between HNW next-gens and family offices
A BNY Mellon Wealth Management and Campden Wealth analysis says while the next generation is ready for succession in the family enterprise, family offices don't think they're ready.
Source: financial-planning.com