Wealth Management

New research reveals a stark divide in finance. While firms race to adopt AI, many are failing to profit, exposing a deeper truth: without a solid foundation, innovation only adds complexity.

A new AI platform from Bell Integration and IBM aims to end IT 'firefighting.' We look under the hood at the tech and strategy driving this major shift.

A new initiative by Snowflake, ExecAtlas, and industry peers aims to create a universal language for financial data, paving the way for trusted, autonomous AI.

Steward Partners lands its largest-ever wirehouse breakaway, as the $2.4B Zelniker Dorfman team joins, highlighting a major shift in wealth management.

AI platform FINNY's new enterprise deal with wealth giant Mercer Advisors reveals the industry's new playbook: using centralized tech to scale client acquisition.

StatSocial's new 'Digital Twins' promise instant audience insights from AI models of real people. But does this mark the end of surveys or a new ethical minefield?

Cliffwater's hire of Sean Brenan and launch of its Cascade Real Assets Fund is a calculated move to exploit market turmoil and democratize access to private assets.

A tectonic shift is underway in how we get paid. Driven by AI and new laws, compensation is moving from a back-office task to a strategic business driver.

A new AssetMark study reveals many advisors' gains are just market lift. The real winners are building systems for hiring, referrals, and accountability.

With a massive discount and an activist investor on its tail, Highland Opportunities Fund doubles down on a buyback strategy. Can $100M succeed where a previous program struggled?

Toronto's Goodreid Investment Counsel ditches a decade-old system for d1g1t's integrated platform, a move highlighting a critical shift for boutique firms.

As generic AI struggles with enterprise needs, Mosaic AI launches a platform for complex B2B support, promising rapid deployment and measurable cost savings.

New research reveals Indigenous-led projects are not just a social good, but a critical economic engine for Canada's energy transition and resource economy.

With 91% of people lacking financial advice, Plum's new AI tool promises a free, personalized plan. But can a chatbot truly manage your future? I crunched the numbers.

An employee partnership at Canaccord Genuity just bought $12M in company debt, a bold move signaling deep internal faith in its future amid record profits.

New Dawn Franchising emerges from stealth with a tech-enabled platform aimed at solving the E-2 visa's biggest challenge: finding a stable, compliant U.S. business.

BerryDunn's EVOLVE summit revealed the banking industry's new playbook—a high-stakes game of AI integration, risk management, and economic foresight.

Millions of Americans face a hidden tax threat within their retirement accounts. A new book by financial professionals details the risks and offers strategies.

As Vivos Therapeutics pitches its revolutionary sleep apnea solution to investors, it's not just selling a device; it's fighting for its financial life.

BMTC Group posts a dramatically improved bottom line, but a closer look reveals a struggling retail core being propped up by market gains and a risky bet on real estate.