In our view, being named a Leader again for cloud financial management is a testament to the strength of our vision and the progress of Flexera’s FinOps portfolio,” said Jay Litkey, senior vice ...

Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients quicker ...

That’s according to Charles Schwab’s 2025 Independent Advisor Outlook Study which reveals that the next era of independent ...

AUSTIN, Texas--(BUSINESS WIRE)--AffiniPay, a leader in legal practice management software, integrated payments, and embedded fintech solutions for professionals, has announced the release of its 2025 ...

In the financial industry, current and pending major regulatory updates are reshaping how banks manage capital, liquidity and risks. Although these changes aim to enhance financial stability, they ...

Dynasty Financial Partners, a champion of the independent wealth management movement, today announced the launch of Dynasty Labs, a dedicated innovation arm that applies artificial intelligence (AI) ...

Nasdaq has announced the successful integration of its Calypso platform with the blockchain-based Canton Network, which enhances margin and collateral workflows for institutional market participants.

SAN DIEGO, May 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, has announced a series of significant updates to its financial technology, investment solutions and ...

NEW YORK--(BUSINESS WIRE)--Focus Financial Partners Inc., an interdependent partnership of wealth management, business management, and related financial services firms, today announced the appointment ...