Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content — as a help to their practice, a surge up from 64% in 2024, according to an Adviser360° ...

When it comes to clients implementing the action steps needed to move toward their financial and life goals, more is at play than just needing the knowledge and resources to take action. Whether or ...

Communify, a digital platform run by Former InvestCloud CEO John Wise, has acquired Empaxis Data Management, an investment data management and operational services provider for wealth and asset ...

What has James said about all this? In a video posted on X, James—who brought a civil fraud case against Trump that resulted in him being found liable and being barred from running a business in New ...

Horses are deeply emotional beings and have been shown to be able to help adults and children heal from a variety of psychological and physical conditions. 1 In her book Soul Connection with Horses: ...

GM Sogorka says the announcements should reassure brokers and equip them with "mortgage trained" technology Rocket Pro unveils a package of broker-focused initiatives at its Rocket Pro Experience (RPX ...

Why it matters: Europe's privacy future could hinge on one country. With the October vote on the EU's Chat Control regulation looming, Germany's position may determine whether encrypted communications ...

Rauma Marine Constructions (RMC), together with its subsidiary RMC Defence Oy, is building four Pohjanmaa-class multi-role corvettes for the Finnish Navy as part of the Squadron 2020 project. The high ...

Customer relationship management (CRM) platforms serve as the operational backbone for your RIA. This is why choosing the tool that matches your firm’s needs and goals is an important decision. To ...

Forbes contributors publish independent expert analyses and insights. Jodie Cook covers AI, marketing & LinkedIn for coaches & entrepreneurs To turn LinkedIn profile views into clients, optimize your ...