Wealthspire Advisors, an independent RIA with nearly $26 billion in assets under management, is launching a new trust company based in Tennessee, dubbed Wealthspire Trust. The development will help Wealthspire’s advisors offer personal trust administration...
Gartner’s annual CMO Spend Survey reveals average budgets have fallen by 15% — to 7.7% of overall company revenue — as CMOs pursue growth in the ‘era of less’ Stamford, CT (July 6, 2024)...
Funding, combined with a new Innovation Lab, will deepen the organizations’ relationship to help global clients realize the value of emerging technologies like Generative AI by combining data, analytics and AI/ML capabilities with business...
Three in five organizations see innovative work as the biggest benefit of generative AI use in software engineering; software professionals say generative AI will boost their comms with business teams Paris, France (July 10,...
“We are now entering a new phase in which preemptive cuts (as opposed to reactive cuts driven by bigger rises in unemployment) can de-risk the forward growth outlook, he noted. “Provided the Fed is...
Article 0 Comments Robert Worden Leif Assurance, headquartered in St. Louis, promoted Robert Worden to sales manager. Worden will also serve as the commercial lines’ sales manager for Leif’s sister company, Powers Insurance &...
By Aaron Davidson, CEO, Relay Platform — For better or worse, the cyber environment is a place of constant evolution. On one hand, that evolution means tremendous innovation. However, those leaps forward are unfortunately...
What You Need to Know The investment will help fuel more deals and product development, the firm says. Earned Wealth, a tech-centered financial services firm focused exclusively on medical professionals, announced Thursday a $200...
Article 0 Comments Fifth Third Bank agreed this week to pay a $5 million fine for illegally forcing vehicle insurance onto borrowers who had coverage. Fifth Third also agreed to pay a $15 million...
Article 0 Comments Society Insurance, headquartered in Fond du Lac, Wisconsin, elected Sherman Brown of Chicago as a director at its annual meeting of policyholders. Thomas Gross retired from Society’s board of directors after...
