The 2024 Fi-Tek Wealth Technology Conference, held from October 7-9 at the Marriott Marquis in New York City, brought together over 150 wealth managem...

On May 28, 2024, the SEC mandated change from a “T+2” to “T+1” standard settlement cycle for most broker-dealer transactions went into effect. This ca...

Ramsey El-Fakir – Senior Managing Director & CIO – Technology and Infrastructure As the second quarter of 2021 begins,...