Two major figures in the software world have joined the hypergrowth cloud accounting business iplicit as investors and advisors.

Thanksgiving time is here and at Barron’s Advisor, we’re grateful to be able to pick the brains of so many leaders in the ...

There are four leading providers in the Canadian market: Conquest Planning, Naviplan, RazorPlan and Snap Projections. While ...

HomeToGo SE, the SaaS-enabled marketplace that hosts a selection of vacation rentals, has announced the launch of Travel ...

Most financial advisors charge based on how much money they manage for you. That fee can range from 0.25% to 1% per year. Some financial advisors charge a flat hourly or annual fee instead.

Washington, November 21, 2024 — The Center for a New American Security (CNAS) is pleased to welcome David Jar to its board of advisors.

InvestmentNews' inaugural report showcases some of the best providers of new portfolio management systems, retirement income ...

New York City-based Zeplyn has raised $3 million in seed funding for its AI assistant for financial advisors.

Compport, one of Asia's fastest growing compensation software providers, proudly welcomes Krish Shankar to its Board of Advisors.

For a reasonable cost, Vanguard Personal Advisor provides unlimited access to financial advisors. It pairs Vanguard's solid fund lineup with technology to design customized financial plans.