The ASX-listed group recorded a double-digit jump to its assets under management at $15.3 billion and has been “discerning” about its exposure to the technology sector.

Learn how technology, regulation, and demographic shifts can redefine financial advisors' roles, with new trends in robo-advising, fiduciary duties, and wealth transfers.

X Financial is a tech-driven Chinese consumer finance company showing robust growth and improving credit metrics despite a weak Chinese economy. XYF's advanced technology, AI-driven risk management, ...

Calvin Hennick is a freelance journalist who specializes in business and technology writing. He is a contributor to the CDW family of technology magazines. Financial services companies are leveraging ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

We’ve got some interesting AI headlines this month that appear to be the real beginning of a broader transformation of our industry. In addition, marketing is a hot topic because organic growth ...

Gita Bhatt, a Policy Communications professionals, noted that stablecoins and other financial tech advancements are expected to transform the global economy, presenting both opportunities and ...

If you’re an operations leader, you’ve likely heard the promise of seamless technology integration. The refrain from technology vendors is familiar: “Our system is integratable with your tech stack!” ...

What are the best tax planning tools for financial advisors? Top tax planning platforms for financial advisors Financial planning software with strong tax features How to choose the right tax planning ...

It’s no secret that small businesses have been through a lot this year, especially financially. The uncertainty around tariffs and how that will impact businesses long-term, coupled with the overall ...

As AI, cloud, and other technology investments soar, organizations have to make investment decisions with increased speed and clarity. Practices like FinOps, IT financial management (ITFM), and ...