Apex Fintech Solutions and Wavvest announced a strategic partnership to deliver AI-powered financial planning capabilities to Apex clients and advisors that custody with the firm, integrating ...

X Financial is a tech-driven Chinese consumer finance company showing robust growth and improving credit metrics despite a weak Chinese economy. XYF's advanced technology, AI-driven risk management, ...

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 ...

The financial services industry is undergoing a dramatic transformation, compelling financial advisors to rethink how they manage client relationships, integrate technology, and deliver value. At the ...

Global financial services company Fiserv Solutions will eliminate 118 positions at its Berkeley Heights location. The layoffs ...

Gita Bhatt, a Policy Communications professionals, noted that stablecoins and other financial tech advancements are expected to transform the global economy, presenting both opportunities and ...

RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how financial technology stocks fared in Q3, starting with ...

We take an open-architecture approach to technology so our advisors have the flexibility to choose the tools that best work for them and fit their practice. In addition to making recommendations and ...