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

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 ...

OneStream recognized in Leaders' Quadrant for Ability to Execute and Completeness of VisionBIRMINGHAM, Mich., /PRNewswire/ ...

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 ...

Wolters Kluwer, a global leader in professional information, software solutions, and services today announced that it has been named a Leader in the 2025 Gartner Magic Quadrant for Financial Planning ...

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 ...

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

Let's break down seven money trends we should finally ditch, plus five healthy financial habits actually worth your time.

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

Xero introduced simplicity, collaboration, and empowerment to an industry bogged down by manual processes and ineffective ...

Palantir and SoundHound AI stock prices went in opposite directions this year.