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 ...

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

Vestmark, Inc., a leading provider of wealth management software and services, today announced a strategic partnership with VanEck to deliver custom model portfolios to registered investment advisors ...

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 ...

Forex refers to the global marketplace where currencies are traded. Every day, trillions of dollars move through this market as traders buy and sell foreign currencies. The goal is to profit from ...

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 ...

RIA Compliance Technology has been recognized as one of the best compliance software solutions providers for Registered ...

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 ...

Budgeting software can help you stick to a budget while working toward future financial goals.