The wealth management industry stands at the threshold of a technological upheaval, where artificial intelligence (AI) agents are becoming indispensable for registered investment advisors (RIAs). These advanced tools are no longer mere concepts of a distant future but are actively redefining
In a transformative step for the financial services landscape, Earned, a tech-enabled company dedicated to supporting healthcare professionals, has recently completed the acquisition of PearsonRavitz, a firm renowned for its specialized disability and life insurance solutions tailored for
The financial realm in the United States stands on the brink of a monumental transformation as the Federal Reserve unveils sweeping updates to its payment infrastructure, introducing instant settlements for the first time in nearly half a century. This ambitious modernization effort, driven by
In an era where the investment landscape is becoming increasingly complex, the demand for streamlined, data-driven solutions has never been more pressing, as advisers and discretionary fund managers (DFMs) grapple with operational challenges while striving to deliver tailored strategies for their
I'm thrilled to sit down with Kofi Ndaikate, a leading voice in the fintech industry, whose deep expertise in blockchain, cryptocurrency, and regulatory frameworks has shaped innovative approaches to financial technology. Today, we’ll explore how his insights connect with the mission of making
Imagine a wealth management firm grappling with an overwhelming influx of client data, regulatory changes, and the urgent need to personalize services—all while maintaining seamless operations in today's fast-paced financial landscape. Such challenges are not hypothetical but a daily reality for
