AI is set to shake up the investment management industry, but Gene Munster says the right mix of these soft skills could help keep workers in demand.

AssetMark is buying Efficient Advisors, a turnkey asset management platform serving two hundred advisory practices.

Fenimore Asset Management Inc. fully exited its position in Waters Corporation ( WAT +0.53%), selling approximately $85.09 ...

Investing $77,000 in software will end up saving Bonnechere Valley Township money in the long run but using up the remaining Modernization Funding for the initiative was a ...

The Lincoln-based startup offers a software analytics platform designed for financial advisers, asset managers and insurers ...

Experienced counsel can advise clients on vetted and configured AI software or can implement that software on clients’ behalf ...

The goal is to shift from being a cost center to a value driver, building a maintenance and asset management program that ...

The role of group IT is always a delicate balancing act - even more so amid economic pressures. However, new tools can help balance traceability, operational efficiency and brand autonomy.

Swiss software firm Avaloq, which serves numerous private banks and wealth managers, surveyed trends in high net worth (HNW) ...

Now self-styling itself as a provider of “Industrial AI Software”, the company says its sustained growth is down to its ability to follow trends established withing the world’s largest industrial ...

With the largest repository of technology asset data through Technopedia, Flexera empowers organizations worldwide to make informed decisions. By integrating Flexera’s platform, SHI empowers customers ...

The research reveals a sector in transition, driven by technological advances and changing customer expectations ...