Fast-Growing Wealth Management Platform Zoe Financial
BridgeFT, announced today that Zoe Financial, has selected BridgeFT's WealthTech API to power its data connectivity and infrastructure.
Recent
How Can Technology Help Accountants’ Mental Health?
In a high-demand field like tax and accounting, it is essential that employees feel support in their efforts to achieve work-life balance.
Can the Wealth Management Industry Embrace Technology in the Race for Alternatives?
Individual investors hold 50% of estimated $280 trillion of global assets under management, though their allocation to private capital is just 16%.
Franklin Templeton Investments Announces Data Breach Following Cyberattack at Third-Party Vendor
On May 23, 2023, Franklin Templeton Investments Corporation (“Franklin Templeton Canada”) filed notice of data breach with Attorney General of Maine.
Morgan Stanley Wealth Management Pulse Survey Reveals Investors Bullish on Artificial Intelligence as Financial Advisor Tool
Wide majority believe AI will be an investing and trading game changer and will help Financial Advisors better serve clients.
Is the Future of the Wealth Management Industry Here?
Many wealth managers have considered how to implement technology solutions to drive innovation, generate economies of scale and drive efficiency.
Sound Income Group Introduces Pioneering AI Course for Financial Advisors
Sound Income Group launched a course to help financial advisors leverage artificial intelligence (AI) to drive efficiency, productivity and growth.
