See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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The Jack Ma-backed fintech company will use its financial large language model to power two applications known as Zhixiaobao, which answers questions for customers, and Zhixiaozhu, an assistant for financial professionals.
Also, GMO’s Nebo passes $1B in platform assets a year after launching, Finology Software’s website is now live and Focus Financial Partners is UPTIQ’s newest client.
A discussion about mergers and acquisitions and how effective technology and workflow management will drive a new wave of growth in the advice industry.
Too many firms were failing to consider and offer lower-cost or lower-risk alternatives to the non-traded products, or other complex offerings like private placements, according to a new report from state regulators.
