Technology has continuously transformed the wealth management industry, and today marks the beginning of a new era.
Read moreThe SEC implemented Reg BI three years ago but some companies still aren't compliant. Here's what you need to know.
Read moreIn 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...
Read moreTechnology Industry Veteran Brings Over 20 Years of Experience to CapIntel
Read moreBuilding client confidence takes time. Incorporating the four key elements of trust and taking a holistic approach makes it easy.
Read moreSeasoned FinTech executive will help expand market share in the North American wealth industry to enhance fundraising potential.
Read moreThe right technology partner will make your workday efficient, effective and streamlined. The wrong technology partner will give you a headache. To...
Read moreEnvironmental, Social, and Governance (ESG) are three words—or three letters—that have become a hot topic in the investment world. But what is ESG ...
Read moreThis partnership will introduce CapIntel’s platform to Middlefield’s sales team and support them to build a more successful and efficient practice.
Read more