Finance

Aging high-rise residential infrastructure, escalating coastal insurance premiums, and stringent post-Champlain Towers legislative mandates have plunged thousands of condominium associations and property owners into unprecedented fiscal crisis. Developing innovative frameworks for shifting the financial burden of renovating has evolved from an optional accounting exercise into an urgent structural necessity for preserving housing affordability and preventing…

Growth creates an unusual problem for wealth managers. More clients and assets can generate additional revenue, but they also create more accounts, documents, portfolio data, reporting, service requests and compliance workflows. An online wealth management platform can provide shared digital infrastructure for organizing these activities, helping firms grow without relying on an expanding collection of…