Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

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

In this Network World Clear Choice Test of client management product we review products for a myriad of traditional desktop management capabilities such as asset inventory, client configuration and ...

It’s 2026, and it’s time to level up your practice. Thanks to online software and artificial intelligence, there have never ...

Accounting firms rely on their clients for revenue. In a similar respect, clients rely on these firms for their services. While the relationship is mainly transactional, it's not always easy to manage ...

Hedge funds offer a bedeviling challenge for financial advisors trying to marry their wealthy clients' investment goals with specific hedge funds and then manage that relationship. For starters, each ...

TIFIN's wealth division this week launched a new offering that aims to personalize the experience of wealth management clients via next-generation tech. Billed as a "first-of-its-kind platform for ...

Cash is an important part of a diversified investment portfolio. While not a primary driver of long-term growth, it can serve as a safety net for unexpected expenses and potential market downturns.