Savvy Intelligence integrates client data to streamline financial planning and advisory services for wealth managers ...

IRALOGIX, a leading fintech retirement provider, today announced a partnership with Capitalize, the industry’s leading ...

Financial advisors are accelerating a shift toward comprehensive financial planning as they look to stay competitive with ...

Three financial advisors are moving within the Kestra Financial ecosystem to launch a new practice with Bluespring Wealth Partners, the registered investment advisor acquisition arm of Kestra.

One broad type of niche that fits in this last category is equity compensation. Employees who are paid with equity – e.g., in ...