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Navigating the Landscape of AI Adoption: Challenges and Opportunities
The recent discussions surrounding the adoption of artificial intelligence (AI) in the financial services sector have highlighted both...

Jerry Garcia
Nov 13, 20243 min read


Navigating the Future: Challenges and Opportunities in AI Wealth Management
The wealth management industry is at a pivotal moment, grappling with the dual challenges of advisor attrition and the integration of...

Jerry Garcia
Nov 11, 20243 min read


AI Revolutionizes Wealth Management for Smaller Firms
The financial services industry is witnessing a transformative shift as artificial intelligence (AI) becomes increasingly integrated into...

Jerry Garcia
Nov 9, 20242 min read


CPP Investments Faces Leadership Shake-Up as APAC PE Head Frank Su Departs
Frank Su, the head of private equity for Asia at CPP Investments, has officially left the organization as of October 31. His departure...

Jerry Garcia
Nov 6, 20242 min read


Innovators Recognized at ADVISE AI: Orion and RBC Wealth Management Shine
The inaugural ADVISE AI conference, dedicated to the advancements in artificial intelligence within the wealth management sector, took...

Jerry Garcia
Nov 5, 20242 min read


AI's Role In Investment Management: Transforming Wealth Strategies
Artificial Intelligence (AI) is revolutionizing investment management, enabling wealth managers and financial advisors to make smarter,...

Jerry Garcia
Nov 3, 20242 min read


Private Equity's Influence in the 2024 Elections: A Financial Power Play
The private equity sector is making significant waves in the 2024 elections, with executives pouring over $231 million into political...

Jerry Garcia
Nov 2, 20242 min read


Celanese Puts People At The Heart Of Its Digital Transformation
Celanese, a global leader in specialty chemicals, is undergoing a significant digital transformation that emphasizes the importance of...

Jerry Garcia
Oct 30, 20242 min read


Brightwave Secures $15 Million Series A Funding to Enhance AI Research Capabilities
Brightwave, an AI-powered financial research startup, has successfully raised $15 million in a Series A funding round, bringing its total...

Jerry Garcia
Oct 30, 20242 min read


Wealth Management Firms Set to More Than Double AI Budgets, Wipro Survey Reveals
Wealth management firms are on the brink of a significant transformation, with a recent Wipro survey indicating that their budgets for...

Jerry Garcia
Oct 30, 20243 min read


AI Revolutionizes Wealth Management: Insights from LSEG Report
In a groundbreaking report released by the London Stock Exchange Group (LSEG), titled "The Future of Wealth: Why Consistency Matters,"...

Jerry Garcia
Oct 29, 20242 min read


Arta Finance Launches Globally, Unveils Arta AI Copilot and Wealth-as-a-Service for Banks
Arta Finance has officially launched its global operations from Singapore, introducing its innovative Arta AI Copilot and announcing a...

Jerry Garcia
Oct 29, 20242 min read


Uptiq Unveils Innovative AI Platform for Wealth Management and Banking
Uptiq has launched the Uptiq AI Workbench, a cutting-edge enterprise AI platform specifically designed for the regulated financial...

Jerry Garcia
Oct 28, 20242 min read


Surge in Compensation: Average Pay Hits $1.4 Million for Private Markets Professionals
In a remarkable shift within the financial sector, professionals in private markets have seen their average compensation soar to $1.4...

Jerry Garcia
Oct 28, 20242 min read


Lehigh Business Students Create Groundbreaking AI Tool for Wealth Advisors
Lehigh University’s business students have made waves in the financial technology sector by developing an innovative AI tool designed...

Jerry Garcia
Oct 26, 20242 min read


Qualcomm and Google Join Forces to Revolutionize Automotive AI Solutions
Qualcomm and Google have announced a multi-year strategic collaboration aimed at transforming the automotive industry through generative...

Jerry Garcia
Oct 23, 20242 min read


Vanilla Secures $35 Million in Funding to Enhance Estate Planning Technology
Vanilla, a leading estate planning technology provider, has successfully closed a $35 million funding round aimed at bolstering its...

Jerry Garcia
Oct 18, 20242 min read


Autonomous AI Bot 'Truth Terminal' Turns $20K Investment into Over $500K in Solana Meme Coin
An autonomous AI bot named Truth Terminal has made headlines by transforming a $20,000 investment into over $500,000 through a meme coin...

Jerry Garcia
Oct 18, 20242 min read


Farther Raises $72M Series C to Revolutionize Wealth Management
Farther, a technology-centric financial advisory firm, has successfully closed a $72 million Series C funding round, co-led by CapitalG...

Jerry Garcia
Oct 14, 20242 min read


Arta Finance Launches Globally, Introducing AI Copilot and Wealth-as-a-Service
Arta Finance, a rapidly growing digital wealth management platform, has officially launched its services globally from Singapore. The...

Jerry Garcia
Oct 14, 20243 min read
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