Technology

This is the held-away asset management platform's second capital raise since pivoting and changing its name from FeeX in February 2022.

Migrating to modern cloud-based services is helping CIO Laura Hubbell not only serve clients better but scale the business at $7.4 billion AUM SignatureFD.

Toronto-based Wealthsimple has grown rapidly, with assets rising about 10-fold to C$25 billion since 2018, thanks in part to slick advertising and some Hollywood star power — celebrities Drake, Michael J. Fox and Ryan Reynolds are among its...

The collaboration to build a private markets digital assistant gets funding from venture capital firm FINTOP Capital.

Commonwealth's PPS Select Compass is intended to provide advisors with more control and flexibility in portfolio construction.

Advances in AI and automation have made it possible for advisors to effortlessly add trust and estate administration services to their practices.

F2 Strategy co-founder and CEO Doug Fritz provides his take on the most important wealth management technology news of the last month.