Board Recognized as a Leader in the Gartner® Magic Quadrant™ for Financial Planning Software for Fourth Consecutive YearFourth consecutive placement reflects Board’s Completeness of Vision and Ability ...

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

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

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 ...

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 ...

This naming follows another recent award-winning recognition for advancements in AI after the launch of the CCH® Tagetik Intelligent Platform . Madhur Aggarwal, EVP and General Manager of Wolters ...

Advisers can turn their reluctance to use artificial intelligence into self-assured exploration of time-saving tools.

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

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 ...

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

Let's break down seven money trends we should finally ditch, plus five healthy financial habits actually worth your time.