Explore the best asset allocation tools to track investments, sync accounts and optimize your portfolio for financial growth.

Michael Kitces recently warned advisors about AI developers who promise their decision-making algorithm can beat the market.

In today’s fast-paced digital landscape, where time is of the essence and efficiency is paramount, managing financial ...

On average, Agicap’s clients manage 15 different bank accounts each. So the chief financial officers (CFOs) working for these ...

KKR acquired Accountor Software, a provider of business software in Finland and Sweden, earlier this year and it will combine the two companies to create a unified financial management and HR software ...

The Abu Dhabi Investment Authority (ADIA), the Arab country’s Abu sovereign wealth investment fund has acquired a ...

IBS Intelligence (IBSi) is the world’s only pure-play Financial Technology focused research, advisory, and fintech news ...

Aspen Standard Wealth, which is backed by Alpine Investors, has acquired Summitry, a registered investment advisor based in the San Francisco Bay area. No financial terms were disclosed. Based in New ...

Tweed Wealth Management is a highly acquisitive firm, having completed six acquisitions in the last decade; and so, we're currently working on acquisitions that will double our funds under management ...

Baron Funds, an investment management firm, released its “Baron Global Advantage Fund” third quarter 2024 investor letter. A ...

HostBooks announces the launch of its cutting-edge Real Estate ERP Software. Designed to address the complex challenges of ...

Scottish investment giant abrdn has sold its Focus Solutions software business and is said to be eyeing other potential disposals ...