Next month, I’m looking forward to attending and speaking at the ABA TECHSHOW. One of the sessions will focus on using technology to provide client-friendly legal representation. The expectations of ...

The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher client expectations, and firms’ mandates to control costs. Service ...

Competition from direct-to-consumer platforms is intensifying. Retail brokerage providers have expanded at a five-year ...

SCOTTSDALE, Ariz., April 16, 2026--(BUSINESS WIRE)--Osaic, Inc. ("Osaic"), one of the nation’s largest providers of wealth management strategies, today announced the appointment of Stacie Nabedrick as ...

The MarketWatch News Department was not involved in the creation of this content. White will shape technology strategy, including the use of AI, to support client work RESEARCH TRIANGLE PARK, N.C., ...

In the coming years, high-net-worth clients will demand some degree of personalization, but wealth managers admit they will need to upgrade their software tools to meet the demand, according to an ...

WHY IT RATES: BlenderSolutions launched BlenderWallet, a mobile travel assistant designed to improve client services, enhance travel experiences and generate additional revenue for travel agencies by ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

RESEARCH TRIANGLE PARK, N.C., April 16, 2026 /PRNewswire/ -- RTI International, an independent scientific research institute, has named David White as vice president of client technology. In this role ...