Financial Advisors

Innovative AI-powered email builder serves as all-in-one, time-saving solution for crafting captivating emails Snappy Kraken, the martech…

New platform and integration partners prove value, need, and uniqueness of Bitsy's offerings Financial advisor automation software company Bitsy is…

FP Alpha, an AI-driven advanced planning platform for financial advisors, announced the next iteration of its tax projection tool, bolstering its…

Partnership will afford financial professionals easy access to Holistiplan’s award-winning software, helping individuals and families optimize…

FMG, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, announced its acquisition of…

More than half of advisors believe that their firm is taking on too many AI pilots at once or that AI tools are too complicated to use Although…

With this acquisition, Snappy Kraken will significantly grow market share while simultaneously expanding its capabilities for serving advisors…

Integration paves way for Morningstar Office users to securely and compliantly trade and manage 401(k)s and other accounts Financial technology…

BridgeMark Strategies, the comprehensive independent consultancy for independent financial advisors and financial advisory firms seeking strategic…

American National Bank of Texas (ANBTX), an independently owned bank with assets over $5 billion and more than 30 locations throughout North Texas,…