Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

As the wealth management business increasingly becomes a technology business, the wealthtech market is poised for substantial growth and expansion behind the momentum of cutting-edge tech. But we'll ...

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic ...

After a multiyear effort to build its wealth management business, Blucora Inc. said Tuesday it had agreed to sell its tax software business, TaxAct, for $720 million, and will rebrand the company ...

I’m a career shifter. I worked in leveraged finance initially when I got out of school. I always pictured myself as being a working mother. I had three children. I was commuting from New Jersey into ...

Looks like there's quite a market for new wealth-management software tools. Some 75 percent of wealth managers are “frustrated” or “very frustrated” with their current software tools, according to a ...

PRESSADVANTAGE – Stephen Twomey has published a new in-depth resource analyzing how alternative investment management software is reshaping the way private capital is structured, monitored, and ...

Advisory firm leaders and consultants share the trends and developments likely to affect the financial advice industry in the ...