01/28/2021
As the transfer of wealth accelerates over the coming decade and assets more to succeeding generations, wealthtech will play an important role in assisting banks in cultivating the next generation of clients who possess greater comfort with technology tha
01/27/2021
The $830 million Westchester County, New York wealth management firm will leverage Hightower’s operational, investment management and business acceleration services to enhance growth.
01/26/2021
New Platform Combines Latest in Tech, Data, and Financial Advice to Create the First Financial Services Platform That Makes The Private Bank Experience Accessible
01/26/2021
A move south would keep Peapack in touch with the growing number of affluent New York and New Jersey residents flocking to Florida, said John Babcock, president of Peapack Private, the company’s wealth management unit.
01/25/2021
Built in early 2019, OmniAI now provides a single place where data scientists can discover, experiment, share, and deploy their work into production applications in a secure and compliant manner.