Wealth Management: Latest News, Top Stories & Analysis - Page 2 of 2

PHILADELPHIA, PA — The technology firm Arcus Partners™ has launched Finity360 AI™, an innovative solution that promises to revolutionize the middle office landscape of the wealth management industry. By harnessing …

Strategic Combinations

Vanguard Partners with Vanilla for Enhanced Wealth and Legacy Planning Capabilities

January 22, 2024January 22, 2024 - by Timothy Alexander

VALLEY FORGE, PA — Prominent investment management company, Vanguard, is set to introduce new and improved intergenerational wealth and legacy planning capabilities. This is made possible through a partnership with …