The winners of Financial Planning's new Innovation Awards in wealth management were selected based on their AI innovations in marketing, client engagement and customized portfolio management.

View a list of all 2024 Innovation Award winners here. Since it launched in July 2021, Savvy Wealth has built an entire AI-backed advisor platform and software services based on one concept: time.

The evolution of the payment space is increasingly centered on making complex systems simple and user-friendly. Roundtable anchor, Rob Nelson, and Patrick Zielbauer, Managing Director of Sales at ...

Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, announced today that it has closed a $63 million Series ...

The global open banking market exceeded $30.89 billion in 2024 and is projected to reach $38.86 billion by 2025, growing at a compound annual growth rate (CAGR) of 25.8%.Application programming ...

American innovation and reinforces America’s leadership in the global financial system. Congressman Lucas’s bill passed out of the House in the 118th Congress as part of the Financial ...

NEW YORK--(BUSINESS WIRE)--Brightwave, the leading AI financial research platform, today announced the close of its $15 million Series A funding round.Led by Decibel Partners with participation ...

“At Pax8, I see innovation driving financial growth and efficiency through new marketplace features and building on the programs and support that have already made Pax8 a success,” he told CRN ...