A new AI agent can trace missing refunds, flag unusual activity and deliver daily briefings tailored to employees’ roles, ...

Backbase announced today that Datos Insights named it the winner of the 2026 Wealth Management Impact Award in Wealth Management for Best Innovation for the Advisor Desktop category. The award ...

ComplyCube partners with FlexAML to help TCSPs streamline AML compliance through automated business verification, ...

GCEX adds European-style BTC and ETH options with monthly expiries and fiat settlement via its OTC desk, for professional and ...

Clients request quotes directly from the GCEX OTC desk. Pricing is sourced from GCEX’s Tier 1 liquidity providers. Positions, expiries, valuations and settlements are reported on XplorPortal, ...

CFD brokers face rising acquisition costs as AI-driven advertising changes, exposing gaps in client data and marketing ...

Crypto prime broker GCEX began offering Bitcoin and Ether options to professional and institutional clients today (Thursday).

Donating to charity is not about the amount but the intention behind it - and that makes giving a much easier conversation to ...

Mili, an AI platform for wealth management firms, and Egnyte, a leader in secure content collaboration, intelligence, and governance, today announced a partnership that brings Mili's AI agents to ...

The share of managed service providers citing difficulty finding and hiring skilled technicians rose from 9% to 16% in Kaseya ...

Technology clearly has a place in the client relationship, but its value depends on how thoughtfully advisors use it.

While others announce AI pilots, EdgarAgents delivers real world production for corporate form types, cutting tagging preparation by up to 90% ...