Indian IT firms are increasingly buying technology businesses from clients while securing long-term contracts, as TCS’s ...

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 ...

Clients are beginning to assume that if technology can forecast trends, flag anomalies, and surface insights instantly, then ...

Wealth leaders will not be defined by who builds the sleekest app or integrates the most systems. They will be defined by who ...

Around 10% of advisors expect to change firms or consolidate their practices this year; such transitions can mean losing a significant part of client assets if not managed carefully. Processing ...

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 ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

Like all modern operating businesses, accounting firms today can't look like those of the past. Clients are expecting change, and so are the employees that engage them. Digital natives make up more of ...

Today’s financial advisors and wealth managers are always looking ahead. You’ve got an eye on your clients’ portfolio forecasts and macro trends that could impact markets. But don’t forget to look ...

Investing in new technology is only half the battle for financial advisers. They must also learn how to use it effectively, which can be easier said than done. While there are many digital tools on ...