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

Board, the leading Enterprise Planning Platform, today announced that it has been named a Leader in the 2025 Gartner(R) Magic Quadrant(TM) for Financial Planning Software. This marks the fourth ...

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 ...

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 ...

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

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 ...

Wolters Kluwer, a global leader in professional information, software solutions, and services today announced that it has been named a Leader in the 2025 Gartner Magic Quadrant for Financial Planning ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

AI-driven tax, estate and insurance solution FP Alpha announced a direct integration with financial planning platform eMoney on Tuesday. Processing Content Before the direct integration with eMoney, ...

UD students are gaining real-world experience by providing professional coaching for UD students and employees in the new Financial Planning Center.

Citizens Financial Group Chairman and CEO Bruce Van Saun discusses his company’s growth, potential banking consolation, how ...