Industry expert predicts estate planning transformation driven by technology, rising client demand and advisor-attorney ...

The family office model is no longer just for the ultra-wealthy. Advisory firms will need to ensure they have the talent and ...

NEW YORK, Dec. 9, 2025 /PRNewswire/ -- MidCap Advisors, a leading lower-middle-market investment bank specializing in mergers and acquisitions advisory, is pleased to announce its role as the ...

Microsoft-native environment, AI-powered insights and enterprise-grade scalability highlight Vena's strengths in execution and customer success Vena, the only AI-powered planning platform built ...

Vena, the only AI-powered planning platform built for the Microsoft technology ecosystem, has been recognized as a Challenger in the 2025 Gartner Magic Quadrant for Financial Planning Software. We ...

Finder.com reports 10 creative financial gift ideas, from stocks and bonds to budgeting apps and charitable donations, for ...

IK Partners signed an agreement to acquire Rhétorès Group, a French independent financial advisor focused on high-net-worth ...

Anyone sticking to a budget and wanting to know where their money is going most likely uses financial software. In fact, I've ...

Board, the leading Enterprise Planning Platform, today announced that it has been named a Leader in the 2025 Gartner(R) Magic Quadrant(TM) for Financial Planning Software. This marks the fourth ...

OneStream recognized in Leaders' Quadrant for Ability to Execute and Completeness of VisionBIRMINGHAM, Mich., /PRNewswire/ ...

Zocks, Practifi, Paychex and Milemarker launch AI features to automate document processing and boost advisor productivity ...