A 1031 exchange allows investors to sell real estate held for business or investment purposes and defer taxes by reinvesting into another qualifying property. For many, the motivation is ...

Industry expert predicts estate planning transformation driven by technology, rising client demand and advisor-attorney ...

Advisory services only work when the financial data behind them is accurate, complete, and up-to-date. The Dext Data Health One-Pager shows how firms use ...

The family office model is no longer just for the ultra-wealthy. Advisory firms will need to ensure they have the talent and ...

NEW YORK, Dec. 9, 2025 /PRNewswire/ -- MidCap Advisors, a leading lower-middle-market investment bank specializing in mergers and acquisitions advisory, is pleased to announce its role as the ...

Microsoft-native environment, AI-powered insights and enterprise-grade scalability highlight Vena's strengths in execution and customer success Vena, the only AI-powered planning platform built ...

Vena, the only AI-powered planning platform built for the Microsoft technology ecosystem, has been recognized as a Challenger in the 2025 Gartner Magic Quadrant for Financial Planning Software. We ...

IK Partners signed an agreement to acquire Rhétorès Group, a French independent financial advisor focused on high-net-worth ...

Anyone sticking to a budget and wanting to know where their money is going most likely uses financial software. In fact, I've ...

Zocks, Practifi, Paychex and Milemarker launch AI features to automate document processing and boost advisor productivity ...

UD students are gaining real-world experience by providing professional coaching for UD students and employees in the new Financial Planning Center.