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 ...

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 ...

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 ...

Co-led by Lightspeed Venture Partners and QED Investors, new round brings total funding to $65M and will expand AI ...

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

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

Unlike initiatives in which value arrives months after making the investment, the initial return on investment from AI ...

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

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 ...