Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

Toronto-based financial planning and analysis software company Friedmann AI launched in December. The company is trying to win advisors with its software’s user interface, Michael Dutra, CEO of the ...

The financial technology (fintech) sector has emerged as one of the most transformative forces in the global economy, reshaping how individuals and businesses manage, invest, and transfer money. At ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...

Business Account Clients Earned Over $45 Million in Interest in 2025, Demonstrating Growing Demand for Enhanced Business Cash Management Solutions ...

Acquisition of Amount strengthens FIS’ account origination position with a market-leading unified solution with embedded AI functionality for deposits, lending, and card solutions to support consumers ...

BOSTON--(BUSINESS WIRE)--Edelman Financial Engines (EFE), America’s top independent wealth planning 1 and workplace 2 investment advisory firm, today released a ground-breaking report that features ...