The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

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 ...

Earlier this year, CRC Group reorganized its IT function to bring product management and innovation together under Hurst’s ...

The financial services industry has undergone significant transformations over the past decade, driven largely by technological advancements. Amidst this digital innovation, one constant remains: the ...

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, ...

NEW YORK, Nov. 11, 2025 /PRNewswire/ -- BRG today announced that Peter Smith has joined the firm as a managing director to lead the firm's artificial intelligence (AI) initiatives. Smith, former ...