Expert Consumers' 2025 review concluded that QuickBooks' comprehensive financial ecosystem, AI automation, and accessible interface make it a top performer in the current software landscape. The ...

Nevis recently secured $35 million in a Series A round from Sequoia, Iconiq and Ribbit Capital to use AI for streamlining wealth advisor operations.

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 ...

The old saying “you get what you pay for” isn’t always true, especially when it comes to technology applications for the financial services industry. Independent financial advisors shouldn’t ...

The Integrated Wealth Planning Solution is NorthStar’s planning methodology designed for wealth advisers to fit into their daily workflows, the company said in a release. The wealth management ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Nest Wealth will now offer the most complete digital wealth platform ...

Wealth management software is designed to make managing your money and tracking your assets as easy as possible. Whether you're nearing retirement and juggling rental properties in multiple states or ...

The boundaries between retirement, savings and wealth management are blurring, and the shift is accelerating as $84 trillion ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Leading the team is Edward Lopez, who joined JHC just over a year ago as ...