Financial planning companies are undergoing a huge transformation, mostly led by the advancements in IT. On one hand, there’s client data to safeguard, and on the other, it has to keep pace in ...

2023 AUG 16 (NewsRx) -- By a News Reporter-Staff News Editor at Insurance Daily News-- From Alexandria, Virginia, NewsRx journalists report that a patent by the inventors Hough, Sean (Thornton, CO, US ...

However, at least some known financial planning systems, in attempting to provide a more sophisticated set of tools for the user, present a dramatically different and/or more complex user interface as ...

On this week's episode of the Financial Planning Podcast, Lincoln Ross talks about the importance of giving advisors true freedom of choice when it comes to selecting their tech. Ross, the CEO and ...

New regulations and ongoing efforts to make businesses more productive spur a market for software tools that can monitor financial performance in real time. Martin LaMonica is a senior writer covering ...

This relative unknown is worth a look. If Financial Planning Systems LLC is looking to add a tag line to their business cards, perhaps they should try "the stealth financial planning software company.

Childfree Wealth has launched a new self-directed financial planning system specifically to help Childfree and Permanently Childless people. Most financial planning assumes you have kids. If you are ...

Everyone has a financial goal—from saving for retirement to paying the monthly bills on time—but not everyone has a financial plan to get there. So when should you hire a financial planner? Ultimately ...

SAN FRANCISCO, July 27, 2022 /PRNewswire/ -- Defined Financial Planning of Alameda, CA acquires Annadel Capital of San Rafael. Clients of both financial advisory firms will benefit from the two ...