Tim Welsh, founder of Nexus Strategy and a moderator at the upcoming WealthManagement.com Executive Forum in New York City, discusses the biggest stories in wealthtech.
The custody bank unveiled Quantextual Idea Lab, which uses machine learning and natural language processing to help clients better organize and extract information from their reams of research.
Millennials feel helpless to prepare for a financial crisis, Peapack-Gladstone makes another acquisition, and DNA test refutes fortune teller's claim to be Dali's daughter.