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 ...

Bob Veres and Joel Bruckenstein discuss the results of the T3/Inside Information software survey at the T3 Conference in Las Vegas on Jan. 23, 2024. Based on responses from 2,917 "members of the ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

Welcome back to "Ask an Advisor," the advice column where real financial professionals answer questions from real people. The topic can be anything in the world of finance, from retirement to taxes to ...

Financial advisors excel in general financial planning—determining retirement savings, analyzing portfolio allocations, and projecting cash flows. However, comprehensive financial planning also ...

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

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

The fintech firms' latest software updates promise deeper insights and streamlined workflows for advisors navigating complex ...

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 ...

Whether you’ve decided to start a business in retirement or you’re making the leap to trade your day job to fulfill your passion, handling your small business’s finances can get complicated and messy ...