Financial planning doesn’t have to be overwhelming — with the right tools and strategies, you can take control of your money and work toward your goals. From budgeting apps to automated savings and ...

A California man's complaint alleges that Morgan Stanley's website enabled tracking tech from Google and Microsoft to collect ...

Trustees tapped the rainy-day fund and found additional non-staffing cuts to plug a $4 million budget gap, but the ...

Every few years a piece of technology comes along that, at least according to its promoters, will eliminate the need for ...

And so it's notable that Wealthbox has (finally) begun to ramp up the release of new AI features within its platform, ...

Before they were Hollywood icons, stars like Jennifer Lopez, Brad Pitt and Matt Damon lived the financial uncertainty of the ...

A growing business needs scalable software with bookkeeping, compliance and analysis tools that work for today and tomorrow.

PlanGuru, a provider of budgeting, forecasting, and performance review software, announced the launch of PlanGuru Analytics, ...

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

Salem/Forsyth County Schools reinforces last year’s budget overspending and mismanagement as the district prepares for next ...

Anyone taking a tree-top view of the independent wealth management industry would see an interconnected, complex and dynamic network of service providers operating across various sectors, business ...

Technology can help you run your business more efficiently and produce better results for your clients. A majority of advisors, 84%, use financial planning software to better serve their clients, ...