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

Discover how MIS supports management decisions by organizing data, while IT focuses on technology infrastructure. Learn their ...

LPL Financial announced $500 million investment in technology to enhance advisor tools and client experiences, including AI solutions and leadership expansion. LPL Financial LLC announced significant ...

PPL Corporation is overhauling how it tracks, prioritizes, and manages technology spending as part of a broader effort to modernize its utility operations. Working with Accenture and software provider ...

LPL Financial LLC, a prominent wealth management firm, has announced major updates to its financial technology and investment solutions in the first quarter of 2025, demonstrating its commitment to ...

For financial advisors looking to maximize their impact, having the right tech tools in your arsenal is no longer an option. It's a must. But considering the rapid rate of wealthtech innovation and ...

In today’s rapidly evolving business landscape, technology is not just a tool—it’s a transformative force reshaping financial processes and asset management. From IoT to artificial intelligence (AI), ...

Orion Chief Behavioral Officer Daniel Crosby spoke at Financial Planning's annual INVEST conference this week in New York. Complex but worthwhile changes in the technology used by advisory practices ...

Blockchain technology, often hailed as the backbone of digital currency, has steadily evolved to become a disruptive force in the financial services industry. As a secure, decentralized and ...

Although 94% of employers reported in a recent survey that they are responsible for their employees’ financial well-being, only 57% actually do something about it. Despite the growing emphasis on ...

OMAHA, Neb., & SACRAMENTO, Calif.--(BUSINESS WIRE)--Orion Advisor Solutions, a provider of transformative wealthtech solutions for fiduciary advisors, announced today a definitive agreement to acquire ...

Advisory firm leaders and consultants share the trends and developments likely to affect the financial advice industry in the ...