And, other collaborations, investments and insurance tech developments
U.S. budget bill poses upside risk to capex, supports tech investment
And, an acquisition and a tech investment
Canadian division of U.S.-based firm partners with FNZ for end-to-end, AI-enabled wealth platform
Consolidation among upstarts highlights difficulty of competing with Big Five
Court ordered website blocks to take effect in August
Regulator to offer NVIDIA-powered platform for firms to experiment
Investments in technology and business support are needed, but so too is strategic consistency
Advisors looking for time-saving tools shared what their firms are investing in
Brokerage firms are adopting new tools and strategies to help advisors meet clients’ needs