Business Insider

Wealth management got a shake-up last year. Here are the leaders to watch in 2024.

The wealth bosses at Morgan Stanley, Merrill Lynch, and Citi are new to the top spot. The only one sitting pretty is Morgan Stanley's Jed Finn, but even he has big shoes to fill. BI spoke to 3 ...
Crowdfund Insider

Wealthtech Addepar to Address Wealth Transfer Trends and Demand for Tech-Driven Solutions

The wealth management landscape is undergoing a seismic shift, driven by an intergenerational wealth transfer and the increasing demand for sophisticated, technology-driven solutions. Addepar, a ...
The Economist

Wall Street is racing to manage your wealth. That is a good thing

“Where are the customers’ yachts?” asks a wide-eyed visitor to Manhattan, after his host points out the bankers’ and brokers’ boats, bobbing by the pier. The scene, from a book published in 1940, ...
Business Wire

Wealth Management Clients Expect More Personalized Experience from Their Firms’ Mobile Apps and Websites, J.D. Power Finds

TROY, Mich.--(BUSINESS WIRE)--As expectations for the wealth management client experience continue to evolve from being more transaction- and product-driven to a more bespoke engagement, digital apps ...