Software platform provider Appian (NASDAQ:APPN) reported insider transactions worth ~$6.25M. The company said its 10% owner ...

Merrill Lynch’s Ryan Moran helps families that span multiple generations have difficult, but important, conversations about ...

To deliver value, financial advisors must know how to evaluate global AI investments. Morningstar researchers share a ...

Restaurant technology platform Olo has entered into an agreement to be acquired by software investment firm Thoma Bravo for ...

I was on a call with my financial advisor recently discussing estate planning when they dropped a comment that stopped me ...

Sun Life has developed and launched a generative AI-powered notes assistant tool that summarizes client meetings for advisors ...

GReminders is deepening its integration partnership with a national wealth firm, while Advisor CRM touts a free new meeting ...

I’ve been a personal finance writer for nearly a decade. I’ve interviewed dozens of financial advisors in that time, but I’m ...

Altimetrik in Southfield, a pure-play AI, data, and digital engineering solutions company, has announced the signing of a ...

Procurement is the stage where research turns into real decisions. As a tech advisor, this is where you help clients select the right tools and negotiate ...

When Aaron Klein stepped away from the leadership of the company he helped start, it was not as if he had a shortage of ...