InvestmentNews

Advisors double down on planning as client expectations and tech demands rise

Financial advisors are accelerating a shift toward comprehensive financial planning as they look to stay competitive with ...
The Daily Record (Maryland)

Improving client service with technology

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 ...
Institutional Investor

New Technology to Strengthen Client Relationships and Manage Costs

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 ...
Seeking Alpha

New to The Street's Esteemed Client Aeries Technology Announces Major Enterprise Client Expansion, Projected to Reach $12M+ Annualized Run-Rate by Fiscal Year-End

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 ...
Financial Planning

Wealth firms should rescue client experience from the margins, experts urge

From left, John O'Connell, CEO and founder of The Oasis Group; Sharon Rodriguez, CEO of HighPeak AI; and Michael Batnick, managing partner at Ritholtz Wealth Management, speak during a panel Monday, ...
planadviser.com

Tech-Savvy Wealth Managers See Higher Client, Asset Growth

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 ...

BambooHR Launches Broker Partner Program to Strengthen Broker-Client Relationships

New program delivers HR technology, white-glove implementation, and a dedicated support model designed specifically for benefits brokersDRAPER, Utah, April 23, 2026 (GLOBE NEWSWIRE) -- BambooHR®, the ...
Business Wire

Ascend Technology Group Achieves 97% Client Retention and Full Password Management Adoption with Bitwarden

SANTA BARBARA, Calif.--(BUSINESS WIRE)--Bitwarden, the trusted leader in password, passkey, and secrets management, today announced that Ascend Technology Group, a Nebraska-based IT services provider, ...

Osaic Expands Technology Leadership with Appointment of Stacie Nabedrick

Osaic, Inc. ("Osaic"), one of the nation’s largest providers of wealth management strategies, today announced the appointment ...
Nasdaq

TECH TUESDAY: Takeaways from the Nasdaq Financial Technology Client Conference

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 ...
Washington Technology

Client Disconnect: Are you selling what they're not buying?

Winning relationships are not just a nicety; they are necessary for success. Yet, many professionals overestimate their client relationship quality, believing they are client-focused when, in reality, ...
The Repository

New to The Street’s Esteemed Client Aeries Technology Announces Major Enterprise Client Expansion, Projected to Reach $12M+ Annualized Run-Rate by Fiscal Year-End

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 ...