Wedding technology does not eliminate romantic elements; it changes its function to match contemporary wedding planning methods.

The new feature analyzes client documents to create personalized tax strategies and interactive scenario modeling for advisors ...

Automated financial planning with the help of artificial intelligence may pose a significant disruption to existing players in the market, and a new startup is leading the way. Processing Content ...

According to advisers surveyed by Orion, disconnected technology is their primary technology-related pain point—for the second year in a row. In 2025, advisers will continue to use and implement ...

Forbes contributors publish independent expert analyses and insights. I research & write on longevity, generational trends & innovation. Technology is the new line item cost in retirement planning. As ...

BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the leading provider of estate planning technology for advisors, today announced Vanilla Scenarios™ Advanced Planning, the next evolution of its all-in-one ...

Your clients expect more than portfolio management — they want comprehensive wealth planning that protects their legacy. But selecting estate planning technology that actually delivers on its promises ...

If you’re like any of the 200,000 small business owners we work with every day—constantly trying to do more with less—you understand how critical budget planning can be. When you’re trying to maximize ...

What are the best tax planning tools for financial advisors? Top tax planning platforms for financial advisors Financial planning software with strong tax features How to choose the right tax planning ...