For many consumers, handling their finances—from building household budgets to evaluating big purchases to managing retirement savings—can be intimidating. With minimal time and a layperson’s ...

Wealth.com has moved up the scale in importance and relevance in financial and estate planning quickly in the last few years. The fact that it has garnered the attention of very large firms like ...

It’s happening and will continue to do so, but it’s not without challenges. That’s the converging relationship between wealth and tech. Advisors widely acknowledge the need for innovative platforms ...

The legal software developer debuted a new financial management offering for midsize firms, part of a new platform intended to streamline technology procurement for customers.

If you’re an operations leader, you’ve likely heard the promise of seamless technology integration. The refrain from technology vendors is familiar: “Our system is integratable with your tech stack!” ...

Guidehouse's strategic investments in AI, combined with its comprehensive financial management services and solutions, and partnership with Databricks position FM of the Future as a cornerstone for ...

As AI, cloud, and other technology investments soar, organizations have to make investment decisions with increased speed and clarity. Practices like FinOps, IT financial management (ITFM), and ...

SMX, the digital transformation specialist backed by OceanSound Partners, has acquired a provider of budget and financial management technology solutions to push further into the business processes at ...