Wealth firms must build trust in AI through governance, oversight and security before scaling automation across advisor ...

SEI® (NASDAQ: SEIC) today announced that The Huntington National Bank (Huntington), a wholly-owned subsidiary of Huntington Bancshares Inc. (NASDAQ: HBAN), has selected the SEI Wealth Platform℠ (SWP) ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. With the generational transfer of wealth, new regulations and growth in ...

The MarketWatch News Department was not involved in the creation of this content. DENVER, March 11, 2026 (GLOBE NEWSWIRE) -- The structure of crypto asset investment has continued to evolve, and ...

iCapital’s recent integrations into BNY and Orion is part of a mega trend pushing alts to the forefront of how both large and small advisory firms manage portfolios. Increasing numbers of marquee ...

In the world of personal finance, many people find themselves navigating a path without a trusted guide. The resulting advice gap leaves many worried about making the right financial decisions. In ...

New FIS Unity wealth management platform leverages advanced data analytics to give advisors rich insights into the financial needs of their multi-generational clients. FIS Unity offers a single, ...

At the Hubbis Thailand Wealth Management Forum 2026, Jeffrey Chen, Sales Manager – Regional Growth at Systemweb Technology, ...

SYRACUSE, N.Y.--(BUSINESS WIRE)-- Community Financial System, Inc. (NYSE: CBU) (“CFSI”) announced today that its wholly-owned banking subsidiary, Community Bank, N.A., has entered into an agreement to ...

Publicly traded banking and financial institution Alliance Bank Malaysia Berhad has announced its partnership with software house and IT services provider Comarch to launch a digital wealth platform.