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Last year, however, the news broke that Invesco is selling its Intelliflo business to the PE firm Carlyle. In the process, ...

I'm a classic satisficer: I'm usually quick about making decisions and often fall back on the tried-and-true ...

Systems still don't talk to each other as well as they should in 2026, so advisors are finding their own solutions.

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...

Edelman has shifted its advisor technology setup to Orion after using rival Envestnet for about eight years, according to the ...

Logic (and compelling Cerulli Associates data) explain why advisor teams are gaining momentum. But teaming is not the only option for growth.

Kestra Financial appoints new Head of Advanced Planning and announces partnership with RightCapital to provide turnkey access to financial planning softwareAUSTIN, Texas--(BUSINESS WIRE)--Kestra ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...

Better Business Advice has published its 2025 assessment of digital bookkeeping tools used by UK enterprises and highlighted QuickBooks as one of the leading solutions supporting financial management ...

Pri0r1ty Intelligence Group said in an update on Friday that it had made a strong start to the 2026 financial year, reporting ...

Wingman Growth Partners, an investment firm focused exclusively on enterprise software, data, and financial technology businesses, is pleased to announce the appointment of Cheri Reeve as Chief ...