11+ hour, 26+ min ago  (178+ words) Jon Stevenson, President and Co-Founder of Astraeus, discusses the urgent need for AI-native infrastructure in the wealth management industry. Over the next five years, RIAs will see tech-enriched. .. AI-Native Infrastructure for RIAs: Data Cohesion, Agentic Automation, and Implementation Strategy The…...

1+ mon, 1+ week ago  (477+ words) The new managed data environment helps firms integrate investment data across systems, enabling AI-driven workflows and analytics for more than 1, 400 clients. Addepar, the wealth management, analytics and alternatives aggregation platform provider, has launched Addepar Data Exchange. This new managed data…...

2+ mon, 2+ week ago  (720+ words) Regulators are emphasizing accountability and governance as AI adoption grows, requiring firms to address supervisory, cybersecurity and vendor risks. For compliance leaders, the implication is clear. The increased flexibility at the SEC does not reduce risk, but it does shift…...

9+ mon, 1+ week ago  (127+ words) Discover how AI is revolutionizing compliance workflows, reducing false flags by 99%, and turning months-long approval processes into seconds'all while maintaining regulatory standards in wealth management. Sponsored by Archive Intel Learn how advanced AI solutions are: Automating random reviews and manual…...