With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

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 ...

Kestra's investment in advanced planning also includes a new partnership with RightCapital, giving Kestra-affiliated advisors access to a powerful suite of planning solutions. These tools integrate ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic ...

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

Financial planning used to be much simpler. There were fewer investment choices, and many planners used a pencil, paper, and a calculator. Today, though, there are many more types of investments ...

Abhishek shares details on how AI is helping pivot the role of financial planners from analyst to strategic advisor and assisting CFOs in making better decisions. He also shares actionable strategies ...

New developments in AI for the wealth management industry hold great promise, but one of those promises has leaders more skeptical: the AI software that promises to beat the markets with ...

Dissatisfaction with available financial planning software is leading dealer groups to create their own, with some practices now selling their programs to other dealer groups. HNW Planning principal ...