Equisoft Acquires Wealth Management CRM Vendor Grendel

Grendel which brings integration partnerships with leading custodians and other third-party data providers, offers one of the most comprehensive CRM-centric systems available to advisors.

Is AI Bringing Us to a Privacy Tipping Point?

As business races to commercialize AI and arm it with every citizen’s digital footprint, we need a standardized, global set of regulations on the permissible uses of personal data.

Annuity Carriers Prepare for the Market of Tomorrow

Modifying product options, improving communication channels for younger customers, and complying with modern regulations are all vital components of staying competitive in the marketplace.