When Dave Zoller started his YouTube channel, barely anyone watched. Now it generates more client leads for his firm than it ...

In today’s digital age, most of your personal financial information exists somewhere online. While this can make managing your financial life much easier and more efficient, it can also put you at ...

Earlier this year, Vanguard also debuted a new generative AI capability that produces customized client summaries for the ...

CEO and CTO behind FriedmannAI explain how generative AI tools can work at the core of a planning platform Michael Dutra and ...

CACI International Inc has announced that it has entered into a definitive agreement to acquire ARKA Group L.P. (ARKA) from ...

Since launching earlier this year, the firm has scaled to work with 400+ firms across RIAs, broker-dealers, and banks.

FINNY AI Inc, an AI prospecting and marketing platform for financial advisors, has raised $17 million in Series A funding as firms seek to automate client ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Summary:AI- powered investing is making wealth management more efficient, affordable and accessible , giving investors ...

Thoma Bravo agreed to acquire a majority stake in Malmö-headquartered Hypergene in late 2023 from Monterro and other minority shareholders. The company has over 600 customers in the private and public ...

The real estate technology firm Opendoor is building on its recent stock momentum with a significant strategic pivot. Central to this shift are a revamped ex ...

("FINNY"), the AI-powered prospecting and marketing platform built specifically for financial advisors, today announced that it has raised $17 million in Series A funding. The round was led by Venrock ...