The College for Financial Planning—a Kaplan Company has released its 2024 Survey of Trends, which explores the diverse experiences, interests, and…

Inflation, interest rates on the rise, and the specter of a recession hanging over us all. High turnover and workforce shortages. Supply chains that…

Firmbase emerged from stealth, announcing $12M in funding for their Financial Planning and Analysis (FP&A) platform. The round was led by S…

Epicor, a global leader of industry-specific enterprise software to promote business growth, announced it has acquired DSPanel, a global provider of…

Oracle has been named a Leader in the 2022 Gartner Magic Quadrant for Financial Planning Software for Oracle Fusion Cloud Enterprise Performance…

Vena, the Complete Planning platform is loved by finance and trusted by business. The company announced it has been named a Challenger in the 2022…

RightCapital, the fastest-growing financial planning software for financial advisors, released a software update to incorporate key provisions in the…

Wolters Kluwer, a global leader in professional information, software solutions, and services, announced that it has been named a Leader in the 2022…

Two leading financial technology firms partner to offer more advisory firms access to risk analytics Riskalyze, the industry-leading risk-centric…

NaviPlan by InvestCloud enhancements provide increased financial planning coverage across the wealth spectrum – addressing the most complex needs…