Dr. Jordan Hutchison, VP of Technology at RFG Advisory, discusses why advisors want technology that is frictionless and how RFG is striving to provide that experience. He also details how RFG's ...
Roberts, who recently joined the firm from Macfarlanes to build out a financial services tech solutions team, discusses legal ...
Just as one carrier's products don't work for every client, one technology solution doesn't work for every client either. Benefit consultants know that there's no "one-size-fits-all" approach to ...
True client-first leadership means understanding what clients perceive as valuable, both on a global and local scale, and leveraging your relationships, expertise and technology to prove that worth.
The financial sector was rattled last year by rising interest rates, increased competition, and several nationwide bank closures. Nevertheless, there is optimism among many community banks who have ...
Join Ken Burke, chief executive officer and president at High Falls Advisors, as he discusses how they offer a comprehensive suite of financial service including tax, estate planning, investment ...
NEW YORK--(BUSINESS WIRE)--Clear Street, (“Clear Street”, “the Company”) a cloud-native financial technology firm on a mission to modernize the brokerage ecosystem, commented today on recent ...
SANTA BARBARA, Calif.--(BUSINESS WIRE)--Bitwarden, the trusted leader in password, passkey, and secrets management, today announced that Ascend Technology Group, a Nebraska-based IT services provider, ...
Aeries Technology (AERT) announced a significant milestone: the 10-year anniversary of its partnership with a global technology enterprise client.
TECH TUESDAY is a weekly content series covering all aspects of capital markets technology. TECH TUESDAY is produced in collaboration with Nasdaq. Nasdaq held its inaugural Financial Technology Client ...
Simon Roche, senior vice-president, division executive, head of Capital Markets Business Process Services, FIS: We lead with an intellectual property (IP) and technology-first approach, and then BPaaS ...