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 ...

Managing your finances can feel overwhelming, especially if you’re just starting out. But with the right financial planning software, you can simplify tasks like budgeting, tracking investments, and ...

Financial planning software firm RightCapital's market share has tripled since 2020, with 15% of advisors who use the technology choosing its platform, according to a recent Advisor Software Survey ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

A J.D. Power survey ranks retirement planning apps based on customer service and satisfaction. Does your financial app make ...

Plumvo, a consumer-facing financial-planning software provider that also catered to financial advisers, announced to its users via email that it will be calling it quits Sept. 15, leaving industry ...

It’s no secret that managing personal finances can be a headache — especially when you’re new to it all. Learning how to effectively control your spending and save for important milestones can feel ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...