Many people deliberately chart different career paths from their parents, but not siblings Dana and Jack Larsen. Working with ...

The self-described digital family office has also beefed up its leadership team with new roles in engineering, trading, product and finance, after recruiting 30 advisors in 2024.

Firms in e-commerce, hospitality and travel, and retail sectors also saw growth, among others. Read more at straitstimes.com.

Future-Proofing Wealth Management: AI And Tax Integration By integrating collaborative AI with tax data, wealth managers can solve three critical challenges, allowing advisors to focus on high-value ...

Aztec Software ("Aztec" or the "Company"), an educational software company focused on helping adults make generational change through academic upskilling, workforce and job specific certification ...

Nasdaq Private Market (NPM), a leading provider of secondary liquidity solutions to private companies, employees, and ...

By creating the iCapital Investor Passport using Parallel Markets’ technology, the firm hopes to make complying with AML ...

Institutional Capital Network (iCapital), a New York City-based fintech company focused on alternative investments, has ...

Fifth Third Wealth Advisors LLC cut its holdings in shares of TD SYNNEX Co. (NYSE:SNX – Free Report) by 5.0% during the 4th ...

Anna Stopnevich is an expert in wealth management, renowned for founding Antaras Group, which pioneers innovative solutions in family wealth preservation, corporate restructuring, and strategic ...

When it comes to monitoring accounts and related transactions there are a wealth ... thing about personal finance software is it has been created specifically for money management needs.