Advisor technology providers introduce artificial intelligence capabilities to streamline advisor workflows and cut manual ...

Automated financial planning with the help of artificial intelligence may pose a significant disruption to existing players in the market, and a new startup is leading the way. Processing Content ...

Forbes contributors publish independent expert analyses and insights. I research & write on longevity, generational trends & innovation. Technology is the new line item cost in retirement planning. As ...

Recognition highlights the RELEX unified platform's ability to connect planning and execution, improve user experience through AI, and accelerate implementations for faster ROI RELEX Solutions, ...

BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the leading provider of estate planning technology for advisors, today announced Vanilla Scenarios™ Advanced Planning, the next evolution of its all-in-one ...

What are the best tax planning tools for financial advisors? Top tax planning platforms for financial advisors Financial planning software with strong tax features How to choose the right tax planning ...

In-House Legal Departments, like any other business function, must be efficient and effective to deliver the best possible results. They must balance their workload, comply with regulatory ...

NEW YORK, Sept. 9, 2025 /PRNewswire/ -- Global Fintech leader Broadridge Financial Solutions, Inc. (BR) (NYSE: BR) today announced that it has acquired iJoin, a leading retirement plan technology ...