Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...

Systems still don't talk to each other as well as they should in 2026, so advisors are finding their own solutions.

As retail investors increasingly expect comprehensive financial planning from their wealth advisors, a new report from Cerulli Associates suggests that technology –particularly artificial intelligence ...

Last year, however, the news broke that Invesco is selling its Intelliflo business to the PE firm Carlyle. In the process, ...

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

A holistic financial plan goes beyond—here’s how to approach it.

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

Financial planning used to be much simpler. There were fewer investment choices, and many planners used a pencil, paper, and a calculator. Today, though, there are many more types of investments ...