It’s not hard to see how AI will continue to improve to the point where it’s automating financial analysis ... has focused on ...

Human resources and finance software giant Workday Inc. today announced the acquisition of Sana Labs AB, an artificial ...

LPL Financial LLC announced today that financial advisors Jeffrey S. "Jeff" Allen, CFP ®, CTFA, Steve N. Armaly, Brian A. Blackburn, CFP ® and Michael S. Lee, CEPA® have launched a new independent ...

GrowthCurve Capital has acquired PlanHub, a West Palm Beach, Florida-based software provider for commercial construction ...

Moving into a retirement home can feel like a big change in life. Taking control of finances can make the process less ...

Iris Finance , the AI-native financial planning and analysis (FP&A) platform purpose-built for companies that sell physical ...

In August 2024, a judge issued a ruling that mostly favored Ripple. The SEC lodged an appeal which could have dragged the legal battle on for several more years, but the Trump administration's pro- ...

It’s not just what software you use—it’s how it all works together. In today’s M&A market, your tech decisions are capital decisions. And yes, that Salesforce subscription you barely log into might ...

James Pollard, founder of The Advisor Coach, has long been recognized for his unwavering commitment to helping financial advisors succeed in their marketing efforts. With a legacy spanning over 2,700 ...

All too often, people consider their 401(k) plans the end-all and be-all of their retirement savings. For decades, it’s been considered the bedrock of a stable retirement. But as times change and the ...

How much is enough to save for retirement? It's the million-dollar (or more) question every pre-retiree is asking, and it can be incredibly confusing and overwhelming to answer. I've come across many ...