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

Americans are increasingly comfortable letting AI crunch the numbers, but they still want a human in the loop for ...

Advisory services only work when the financial data behind them is accurate, complete, and up-to-date. The Dext Data Health One-Pager shows how firms use ...

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

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

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 ...

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/ ...