Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space.

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

LEA, a company providing client data automation for wealth management, today announced $1.25 million in funding led by Social Leverage, with prior participation from experienced RIA and institutional ...

With the anonymous and remote nature of the crime, cyberattacks are an increasing problem for financial advisors. In 2021, there were more than 300 million victims of cyberattacks, according to ...

Gone are the days of calling in your stock trades from your local coffee shop and U.S. Postal Service-delivered bank statements. The finance industry of today is accessible at the touch of a button.

NEW YORK & DENVER--(BUSINESS WIRE)--AlixPartners, the global consulting firm, and Palantir Technologies, a leading builder of operating systems for the modern enterprise, today announced a strategic ...

DENVER and BOSTON, Aug. 11, 2025 /PRNewswire/ -- Nimble Gravity, a global consultancy specializing in AI, data, and software engineering, has acquired Fog Solutions, a premier data and AI firm ...

Wealthsimple disclosed a data security incident that compromised the personal information of a small fraction of its three ...

Wealthsimple says a security breach on Saturday leaked sensitive data of some of its clients, including social insurance ...