Masttro's platform combines AI-driven automation with a user-centric design to meet the needs of wealth management.

The financial advice industry will look different in 2030 and beyond. Understanding how it is changing is crucial for younger financial services professionals.

Communify Fincentric’s platform addresses the wealth management industry’s long-standing challenges of fragmented market data sources, siloed systems and inconsistent client communication.

There are no shortcuts. The next generation of wealth holders is asking for something different. They want more than traditional wealth management. They want a trusted partner.

Depending on which report you read, we are on the cusp of a massive generational wealth transfer of anywhere between $20 and $60 trillion dollars. As seniors in the Silent Generation (born between ...

Travis Credit Union hosted its Generation Wealth program for juniors and seniors at Vacaville Christian School on Monday, hoping to help equip students for their financial futures. The event aimed … ...

Wealthfront's latest report highlights how millennials have flourished financially since the pandemic, accumulating wealth at a faster pace than previous generations.