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Envestnet and Salesforce team up against financial planning data gap - InvestmentNews
InvestmentNews· 2 days agoThe wealth technology titan announced Monday that it has inked a strategic partnership with...
How can AI improve back-office operations?
Private Banker International via Yahoo Finance· 17 hours agoSometimes referred to as “speech-to-text,” this technology has been used within the wealth space for several years due to its useful features. For...
These five Black-owned restaurants in Miami just got $10,000 grants
Miami Herald via Yahoo Finance· 7 days agoThe Black Innovation Alliance on Tuesday surprised five Black-owned Miami businesses with $10,000...
Wealth managers hopeful, skeptical of AI power - Tampa Bay Business Journal
The Business Journals· 4 days agoTo see how AI is affecting wealth management, the Business Journal talked with Jason Hyrne, senior...
How US Bank's Kimberly Edwards is helping diverse businesses create generational wealth - Bizwomen
The Business Journals· 6 days agoU.S. Bancorp's Kimberly Edwards didn't know she would be working with small-business owners...
'Shame of Chicago' examined housing bias; let's do the same for job discrimination
Chicago Sun-Times· 4 days agoFuture installments could highlight Chicago’s brand of systemic racism in a variety of areas like...
Virginia governor signs budget that includes $1.7B increase for schools, no tax hikes
WJLA· 8 hours agoVirginia Governor Glenn Youngkin signed a two-year budget into law after weeks of negotiating with...
How one HBCU is Empowering Undergrads to Forge a Path to Prosperity
The Root· 6 days agoAs compared with white high school students (one in nine of whom had access to finance education),...
CT ‘baby bonds’ promotion gets an 18-year head start
CT Mirror· 6 hours agoConnecticut’s first “baby bond,” an innovative benefit promised to every baby born on Medicaid since July 1, 2023, won’t be payable until the summer of...
In some Boston hospitals, patients get lawyers, too - The Boston Globe
The Boston Globe· 3 days agoClaros, a graduate from the University of Puerto Rico School of Law, is one of two lawyers taking...
