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 ...

Withum, a leading advisory, tax and accounting firm, and Aiwyn, a professional services technology innovator, announced the launch of Aiwyn Experience, a unified, custom-branded client portal designed ...

Leia Inc., Symbotic, Signifyd and Exol select SHIFT as agency partner to build Performance Communications and PR programsBOSTON, March 31, 2026 (GLOBE NEWSWIRE) -- SHIFT Communications, an integrated ...

Around 10% of advisors expect to change firms or consolidate their practices this year; such transitions can mean losing a significant part of client assets if not managed carefully. Processing ...

Jason brings deep private markets knowledge, hands‑on technology leadership and a strong client‑centric mindset, with a ...

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 ...

The Global Banking & Finance Review Awards Program has officially opened nominations for Most Innovative Private Bank for ...

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, ...

Traders Magazine, a Markets Media Group publication, caters to the institutional sell side, buy side and exchanges. Focused primarily on North American equity and options markets, Traders Magazine ...