Financial planning software developer Planswell is changing its revenue model and will give its planning technology to advisors for free, the firm announced. It will focus instead on driving revenue ...

As the wealth management business increasingly becomes a technology business, the wealthtech market is poised for substantial growth and expansion behind the momentum of cutting-edge tech. But we'll ...

Advisory firm leaders and consultants share the trends and developments likely to affect the financial advice industry in the ...

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

BIGG Digital Assets Inc. (CSE: BIGG), an innovator in the digital assets space and owner of Netcoins, and Blockchain Intelligence Group and TerraZero is pleased to report that Finliti, a wealth ...

Broadridge announced it will acquire RPM Technologies for $300 million. RPM has developed a modular suite of enterprise wealth management software capabilities. With the acquisition, BR will be able ...

Crypto custody specialist BitGo announced the acquisition of a software platform, HeightZero in a strategic move amid the rising institutional interest in crypto wealth management. What Happened: ...

After a multiyear effort to build its wealth management business, Blucora Inc. said Tuesday it had agreed to sell its tax software business, TaxAct, for $720 million, and will rebrand the company ...

Looks like there's quite a market for new wealth-management software tools. Some 75 percent of wealth managers are “frustrated” or “very frustrated” with their current software tools, according to a ...