The traditional model for financial planning and wealth management firms is straightforward: the client pays to work with a broker-dealer or investment advisor to provide recommendations and manage ...

This piece has been co-authored by Ram Devanarayanan, associate vice president, senior industry principal at Infosys Finacle. Between 2015 and 2019, while the gap in bank lending to small and medium ...

It’s the organizational question that has been top of mind for executives for nearly a year now: How do I change my operating model to quickly generate value and results from generative AI? The wealth ...