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 ...

Zocks secures $45M Series B funding co-led by Lightspeed and QED to expand AI capabilities for financial advisory firms ...

Advisors and RIAs are increasingly turning to digital solutions that not only automate proposal creation but also integrate seamlessly with portfolio management and CRM systems. Choosing the right ...

Prizm Insurance, Inc. today announced a strategic partnership with Holistiplan, the financial planning software platform used by tens of thousands of advisors nationwide. The partnership enables ...

Zocks, a privacy-focused AI platform for financial advisors, has raised $45 million in Series B funding co-led by Lightspeed ...

With the new funding, Zocks will continue to expand its agentic AI capabilities beyond automating administrative work. It can help advisors identify new planning opportunities across their entire book ...

Zocks raises $45M to expand its AI platform for financial advisors with deeper automation and enterprise features.

It’s rare that an executive of a major annuities producer acknowledges that the products are hard to understand and exasperating for clients and advisors alike. But that’s what happened earlier this ...

When you don't have time to review and summarize a legal document, artificial intelligence can do the heavy lifting for you. Advisors may turn to AI to summarize legal documents into a scannable, more ...

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