Blog

Technology has continuously transformed the wealth management industry, and today marks the beginning of a new era.

The SEC implemented Reg BI three years ago but some companies still aren't compliant. Here's what you need to know.

In the finance industry compliance isn't a nice to have, it's a need to have. Here are five tips to integrate best practices into your everyday wor...

Technology Industry Veteran Brings Over 20 Years of Experience to CapIntel

Building client confidence takes time. Incorporating the four key elements of trust and taking a holistic approach makes it easy.

Seasoned FinTech executive will help expand market share in the North American wealth industry to enhance fundraising potential.

The right technology partner will make your workday efficient, effective and streamlined. The wrong technology partner will give you a headache. To..

Environmental, Social, and Governance (ESG) are three words—or three letters—that have become a hot topic in the investment world. But what is ESG investing in 2023? Why is it a controversial topic? And what should wealth management firms do about it?

Forreger brings FinTech and financial services growth experience from Personal Capital, NextCapital, and Product Lab.

This partnership will introduce CapIntel’s platform to Middlefield’s sales team and support them to build a more successful and efficient practice.