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The Word on WealthTech for February 2024

F2 Strategy co-founder and CEO Doug Fritz provides his take on the most important wealth management technology news of the last month. ....

John Wise , Jeff Yabuki , James Young , Steve Leivent , Insourced Chief Investment Officer , Launches Accord ,

The Effects of Scale, Complexity and Technology on Growth and M&A

Wealth management veterans tackle innovation, M&A, AI and more Tuesday at the Fearless Investing Summit in Miami, Fla. ....

United States , Brian Hamburger , Doug Fritz , Steve Leivent , Fearless Investing Summit , Next Best Action ,

SS&C Advent is working towards its cloud evolution - WatersTechnology.com

Three years after laying out its cloud roadmap, the vendor is still pushing ahead with the Genesis platform as the foundation. ....

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SS&C Announces Collaboration with Morningstar Sustainalytics to Expand Access to ESG Research, Data, and Analytics

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced it will integrate Sustainalytics ESG data into SS&C Advent platforms to power portfolio management and analytics workflows for its global client base. Morningstar Sustainalytics is a leading global provider of ESG research, ratings and data. ....

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Wealthies Circle Podcast: Black Diamond Wealth Platform

Wealthies Circle Podcast: Black Diamond Wealth Platform
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

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