Savvy Intelligence integrates client data to streamline financial planning and advisory services for wealth managers ...

Artificial intelligence has gotten sophisticated with respect to financial advice. But it doesn't have a legal obligation to put clients first.

IRALOGIX, a leading fintech retirement provider, today announced a partnership with Capitalize, the industry’s leading ...

Three financial advisors are moving within the Kestra Financial ecosystem to launch a new practice with Bluespring Wealth Partners, the registered investment advisor acquisition arm of Kestra.

One broad type of niche that fits in this last category is equity compensation. Employees who are paid with equity – e.g., in ...