From advisor productivity to data quality and protection, the top tech providers in the wealth space are solving for the most ...

As the wealth management business increasingly becomes a technology business, the wealthtech market is poised for substantial growth and expansion behind the momentum of cutting-edge tech. But we'll ...

London Stock Exchange Group is the seller Wells Fargo Securities served as financial advisor to Clearlake and Motive with Sidley Austin LLP providing legal counsel Goldman Sachs, Wells Fargo ...

After a multiyear effort to build its wealth management business, Blucora Inc. said Tuesday it had agreed to sell its tax software business, TaxAct, for $720 million, and will rebrand the company ...

Arete Wealth, a full-service broker-dealer and RIA with more than 100 offices across the country, is entering the direct-to-consumer digital wealth race. Thanks to a technology licensing agreement ...

Wealth management software is designed to make managing your money and tracking your assets as easy as possible. Whether you're nearing retirement and juggling rental properties in multiple states or ...

Crypto custody specialist BitGo announced the acquisition of a software platform, HeightZero in a strategic move amid the rising institutional interest in crypto wealth management. What Happened: ...

Software programs can help registered investment advisors and financial advisors run their businesses more efficiently. From tracking and analyzing data to generating reports to financial planning, ...

Looks like there's quite a market for new wealth-management software tools. Some 75 percent of wealth managers are “frustrated” or “very frustrated” with their current software tools, according to a ...

Community association management software provider Vantaca LLC has closed on a bumper $300 million-plus funding round, ...

Wealth-management software is designed to make managing your money and tracking your assets as easy as possible. Whether you're nearing retirement and juggling rental properties in multiple states or ...