Channing Olson, of Wealthspire, Joe Di Vito, of the Di Vito Consulting Group at RBC Wealth Management, and Lauren Williams, ...

New integration brings insurance into the financial planning conversation By embedding verified P&C policy data ...

LONDON--(BUSINESS WIRE)--Technavio has been monitoring the enterprise resource planning (ERP) software market and it is poised to grow by USD 18.91 bn during 2020-2024, progressing at a CAGR of 9% ...

MetroLab Network has partnered with Government Technology to bring its readers a segment called the MetroLab Innovation of the Month Series, which highlights impactful tech, data and innovation ...

Financial planning software developer Planswell is changing its revenue model and will give its planning technology to advisors for free, the firm announced. It will focus instead on driving revenue ...

With a seemingly endless stream of new technologies to help us run our practices more efficiently, it can be difficult to choose the best tools for specific tasks. The more complex the task or ...

After years of working for startups, including Limeade and Zephyr Health, Martin Zych came to realize that companies were lacking an automated, cloud-based way to run their books and prop up their ...

LONDON--(BUSINESS WIRE)--The enterprise resource planning software market is poised to grow by USD 19.52 billion during 2020-2024, progressing at a CAGR of almost 9% during the forecast period.

Financial advisor use of both tax planning and estate planning software spiked dramatically over the past two years. That was among the more notable takeaways in the T3/Inside Information Advisor ...

Tax and estate planning can have far-reaching results for wealthy retirees and are just as important as investment management ...