This paper introduces a novel AI-enhanced retirement planning platform that integrates behavioral economics principles with advanced machine learning techniques to optimize financial decision-making.

A financial advisor for investing may help you develop and manage a portfolio based on your financial goals. They can provide guidance on diversification, risk exposure, and potential tax ...

Acquiring an existing business is one avenue to growth, but it can also meet other needs for your advisory firm. Over the ...

Matchbox Design Group, a nationally recognized digital agency specializing in web design, SEO, and digital strategy for banks, announced its membership in the American Bankers Association (ABA) ...

NEW YORK, N.Y.--(BUSINESS WIRE)--Savvy Wealth (“Savvy”), a digital-first platform for financial advisors centered around modernizing human financial advice, today announced the successful close of a ...

Many law firms are happy with the way their website looks, but frustrated with how it functions. The culprit is often the platform itself.

With a clear mission to “democratize finance for all,” Robinhood introduced commission-free trading through an elegant, ...

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding ...

Aboon, an AI-powered platform that transforms how financial advisors help their business owner clients launch and manage 401(k) plans, today announced $17.5 million in seed funding. The financing was ...

Advisors are going to need more nonfinancial skills in an industry that is shifting away from simply offering investment advice, according to Brian Mora, head of experienced advisor recruiting at ...

iA Financial Group has introduced the web version of its EVO Insurance platform, expanding its digital capabilities for financial security advisors across Canada. The development marks what the ...

A technology startup that wants to revolutionize the workflow of financial advisors with AI, has attracted millions of dollars from investors in a new fundraise. San Francisco–based Focal is building ...