Strengthen ties between Murex and Amundi with new areas of collaboration that the two firms will announce during 2026.
Ifthikar Mohamed, co-founder of MortgagX and Wis Mortgages, explores how AI is transforming the work of UK mortgage brokers, reducing admin time, improving compliance, and helping advisers focus on ...
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CRM Switch: 5 Tips for CRM Change Management
Switching CRM requires identifying current problems, researching alternatives, data migration, team training and ...
Gate’s new private wealth management gives crypto investors institutional-level custody, full portfolio oversight, and ...
Iress has announced that Moneyinfo, a market leader in digital client portals, has joined its exclusive Iress Partnership Programme as the second official ...
A new market intelligence report from Credence Research reveals that the Global Email Client Software Market is on a path of ...
Artificial intelligence has become a fixture in the practices of many financial advisors. Yet despite the usefulness of the advancing technology, advisors are adamant the human connection remains at ...
Emile brings close to two decades of real estate industry experience and thought leadership to HousingWire. In 2010, he became a licensed real estate agent in Manhattan, and in 2018, he co-founded The ...
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NEW YORK, Oct. 15, 2025 /PRNewswire/ -- TIAA Wealth Management, a division of TIAA, today announced selection of BNY Pershing's Wove platform as the Unified Wealth solution across TIAA Wealth ...
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