Wed. Nov 19th, 2025
Wed. Nov 19th, 2025
CI Financial Acquiring $6 Billion RIA RegentAtlantic
CI Financial Acquiring $6 Billion RIA RegentAtlantic

CI Financial will acquire RegentAtlantic, a New York-based RIA with $6 billion in managed assets. The deal will push CI over $100 billion in U.S. assets only two years after…

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InfraSight and Grid Dynamics Bring New Observability to IT Financial Management
InfraSight and Grid Dynamics Bring New Observability to IT Financial Management

CHARLOTTE, N.C. & CALGARY, Alberta–(BUSINESS WIRE)–InfraSight Software Corporation (InfraSight) and GRID Dynamics, Inc. (GRID) have agreed to integrate InfraSight’s Inframeter™ technology with GRID’s industry-leading Financial Planning & Analysis (FP&A) and…

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Ritholtz Partners With WisdomTree to Launch Crypto Index
Ritholtz Partners With WisdomTree to Launch Crypto Index

Ritholtz Wealth Management has teamed up with WisdomTree to launch the RWM WisdomTree Crypto Index that will provide exposure to Bitcoin (36{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996}), Ethereum (20{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996}) and 11 other cryptoassets (at 4{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996} each).…

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The Modernization of Estate Planning
The Modernization of Estate Planning

The wealth management industry is in the midst of a technological transformation as firms look toward technology to address challenges with profit growth, changing demographics and operational efficiency. This phenomenon…

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RBC Wealth Management Moved To A Modern Integrated Platform As Covid-19 Hit
RBC Wealth Management Moved To A Modern Integrated Platform As Covid-19 Hit

By integrating systems and unifying data across 26 siloed legacy services, RBC Wealth Management — U.S. has reduced new client onboarding from several days to an average of 24 minutes,…

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Insights and Advisors Will Improve Wealth Management Apps
Insights and Advisors Will Improve Wealth Management Apps

When it comes to satisfaction scores, wealth managers trail behind banks and insurers. Wealth managers should invest in digital tools that allow clients to access educational information through the app.…

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