Kimberlee Leonard has 22 years of experience as a freelance writer. Her work has been featured on US News and World Report, Business.com and Fit Small Business. She brings practical experience as ...

An investing app for portfolio management–often called an investment portfolio management app–can make that job a lot easier. Countless options are available, from simple free apps to ...

Wealth management has become more personalized than ever before. With the rise of financial planning software, individuals ...

The widening scope of wealth management software to cover everything from accounting and investment management to estate ...

Robinhood Markets made its name with a free stock-trading app. Now, it’s getting into wealth management. Robinhood has struck ...