Board Recognized as a Leader in the Gartner® Magic Quadrant™ for Financial Planning Software for Fourth Consecutive YearFourth consecutive placement reflects Board’s Completeness of Vision and Ability ...

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for ...

Vena, the only AI-powered planning platform built for the Microsoft technology ecosystem, has been recognized as a Challenger in the 2025 Gartner Magic Quadrant for Financial Planning Software. We ...

Microsoft-native environment, AI-powered insights and enterprise-grade scalability highlight Vena's strengths in execution and customer success Vena, the only AI-powered planning platform built ...

Industry expert predicts estate planning transformation driven by technology, rising client demand and advisor-attorney ...

A GST cut has made term insurance 18% cheaper, but the real risk for families is not buying too little, too late. Here’s how ...

Let's break down seven money trends we should finally ditch, plus five healthy financial habits actually worth your time.

Shopify reports that fundable startups need a minimum viable product, consumer traction, financial planning, and aligned ...

An update from Oracle Financial Services Software Limited ( ($IN:OFSS) ) is now available. Oracle Financial Services Software Limited announced ...

Understanding these changes helps provide a clear picture of what your 2026 filing obligations will look like and helps you ...

Finder.com reports 10 creative financial gift ideas, from stocks and bonds to budgeting apps and charitable donations, for ...

This can be beneficial for newer franchisees or those in slower markets, as it reduces the immediate financial pressure. It can also reward high-performing stores. Always clarify the exact tiers and ...