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 ...

Zocks secures $45M Series B funding co-led by Lightspeed and QED to expand AI capabilities for financial advisory firms ...

As retail investors increasingly expect comprehensive financial planning from their wealth advisors, a new report from Cerulli Associates suggests that technology –particularly artificial intelligence ...

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 ...

SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, is pleased to announce the launch of WealthVision Essentials, an integrated financial planning tool ...

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic ...

SALT LAKE CITY--(BUSINESS WIRE)--Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new partnership ...

Find out if Jump is right for your business ...

Many folks hired to be financial planners may not be planning their time well, a number of studies show. But those who do are more successful and tend to grow their firms with fewer drawbacks, such as ...

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

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax ...