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 ...

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 ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

NEW YORK, Sept. 9, 2025 /PRNewswire/ -- Global Fintech leader Broadridge Financial Solutions, Inc. (BR) (NYSE: BR) today announced that it has acquired iJoin, a leading retirement plan technology ...

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 ...