Artificial intelligence will bring major upheaval to wealth management, a Microsoft executive said, as the technology's ...

It simplifies the process of personal financial management by largely bypassing traditional receipts and spreadsheets. Personal finance software allows you to record your spending and saving with ...

Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he sees as archaic ...

We picked Empower Personal Dashboard™ (formerly Personal Capital) as the best budgeting app for tracking net worth because of its outstanding reporting, investment management and spend-tracking ...

Finding the best CRM for financial advisors is critical if you want to run and grow a successful advisory business. Yet there are many customer relationship management (CRM) software choices ...

Combine the Morningstar insights that clients trust with the tools to grow your practice. In one convenient platform, you can focus on what matters most—meaningful conversations with clients and ...

Fintech platform interVal has also introduced a new feature to help advisors support entrepreneurial business owner clients ...

Strategic wealth management is about creating a financial planning strategy to set a path for achieving your financial goals. The beauty of having this strategy in place is that it doesn’t ...

Avior Wealth Management LLC’s holdings in Take-Two Interactive Software were worth $246,000 as of its most recent filing with the SEC. Several other large investors have also recently added to ...

Spire Wealth Management’s holdings in Paycom Software were worth $131,000 at the end of the most recent reporting period. Other hedge funds have also recently modified their holdings of the company.