Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Integration isn’t technology strategy anymore—it’s client experience strategy. It’s valuation strategy. It’s survival strategy. Look around: the biggest fintech wave right now is not “new tool that ...

Ani Tech, the agentic AI platform for financial services, has today launched Ani Pulse - a living, AI-powered command centre that puts autonomous agents in the driver's seat of daily firm operations ...

Asset managers ranked access to alternative investments as advisors’ top interest. Advisors placed it third to last.

The surge of investment grade AI infrastructure debt has mesmerized fixed income investors, but the non-investment grade ...

The Arrangement was completed following approval by Quorum shareholders, Court approval, and satisfaction of all other customary closing conditions. The Arrangement is further described in the ...

Salesforce (CRM) has quietly bounced, with shares up about 5% in the past day and roughly 13% over the week, even though its year to date performance still trails the broader tech sector. See our ...

Salesforce beats Q3 FY26 expectations with Agentforce momentum. An analysis on valuation, competitive landscape, and stock buy rating.

Managing client portfolios can be complex and time-consuming for advisory firms. But with the right tools, you can handle and monitor client assets more efficiently. Enter portfolio management ...

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 ...

Arabella Advisors, a for-profit philanthropy consulting firm that moved billions of dollars to progressive nonprofits and that drew the ire of conservative lawmakers, is closing. This week the company ...