Roboworx Adds AI-Powered Predictive Analytics to Robot Service Manager

By merging telemetry data with machine learning, the advanced software platform detects issues early, reducing downtime and ...
Barron's

What Clients Have Taught Me: 6 Reflections From a Career in Wealth Management

After more than three decades advising individuals and families, I’ve come to believe that wealth management is equal parts technical skill and human connection. Markets challenge us, testing ...

OfficeSpace Software Welcomes Daniel Hayward as Chief Client Officer to Lead Its Next Era of Client Partnership

OfficeSpace Software, provider of the leading AI Operating System for the Built World, today announced the appointment of Daniel Hayward as Chief Client Officer (CCO). In this role, Hayward will lead ...
Barron's

Ellevest’s Emily Green: These Mistakes Could Cost You Your Female Wealth Management Clients

The head of wealth management at Ellevest says female clients don’t necessarily want female advisors, but they do want to feel seen and heard. The financial services industry often talks about the ...
Daily Express

Wealth management company plunges into administration - no new clients allowed

A Basildon-based wealth management company has entered special administration after being declared insolvent. Logic Investments Ltd, which was authorised and regulated by the Financial Conduct ...
CoinDesk

Swiss banking giant UBS planning to offer crypto services to specific clients

UBS (UBS), with $6.6 trillion in assets under management (AUM), plans to start allowing select private clients to buy bitcoin and ether, Bloomberg reported on Friday, citing people familiar with the ...
TMCnet

Tavant Launches TOUCHLESS® Servicing Portal with Agentic AI Assistant for 24/7 Borrower Self-Service

Tavant, a leading platform-powered AI transformation specialist for lenders, today launched TOUCHLESS® Servicing Portal, ...
Le Lézard

McLaren Racing Extends Relationship with Dell Technologies to Accelerate Performance On and Off the Track

Dell Technologies and McLaren Racing are extending their relationship, harnessing Dell's advanced AI infrastructure and PCs to sharpen McLaren's competitive edge in Formula 1. As McLaren Racing's ...

Alterra Mountain Company Appoints David Flueck as Chief Customer Officer and President, Ikon Pass

Alterra Mountain Company today announced the appointment of David Flueck as Chief Customer Officer and President, Ikon Pass. With over two decades of experience in travel and hospitality, David will ...
Fox Business

Wells Fargo becomes first major bank to relocate wealth operations headquarters to Florida

Another major financial giant is planting its flag in Florida. Wells Fargo confirmed to Fox News Digital that it is moving its wealth management headquarters to West Palm Beach, underscoring a growing ...
Hosted on MSN

Nomura: Meeting evolving client needs in wealth management

Top management members at Nomura Singapore Limited elaborate on the considerable growth opportunity that the Middle East affords stakeholders in the wealth management space and how Nomura ...