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 ...

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 ...

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 ...

Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new partnership with RightCapital, the ...

Managing director of The Risk Store Peter Wincott said that the client relationship management (CRM) opportunities provided by software are being particularly under-utilised. "A lot of financial ...

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 ...

Milestone highlights LPL’s enduring commitment to financial planning innovation and leadershipSAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today ...

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 ...

Financial services specialist, Fiducian Group, has announced a series of enhancements to its online offering in a bid to help support Australian financial planners with integrated online services. The ...

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

BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the leading provider of estate planning technology for advisors, today announced Vanilla Scenarios™ Advanced Planning, the next evolution of its all-in-one ...