The fintech firm's Iris agent arrives as other financial planning tech providers move quickly to incorporate AI into their workflows.

PreciseFP, a Docupace company, announced this week a new integration with emerging fintech player FinMate AI. The move enables wealth managers and other financial advisors to generate a financial plan ...

Building and maintaining client relationships is table stakes in wealth management, but figuring out the best ways to do so requires a blend of technological know-how and willingness to listen to what ...

Each advisor is unique in how they attract their clients or which programs they use. They expect a lot of flexibility. Our goal is to provide a set of tools. We talk to the advisors quite often about ...

Commonwealth launches on-demand paraplanner service for its 2,200 affiliated reps. Migration to RightCapital from MoneyGuidePro fuels demand for paraplanning support. Paraplanners offer expertise in ...

RightCapital partners with SoFi, integrating 25 CFPs and its planning tool into SoFi's platform. SoFi aims to attract new revenue streams amidst a significant market-cap slump. RightCapital likely ...

Join MarketWatch reporter Jessica Hall for financial planning and retirement savings advice from CEO and chairman of Wilmington Trust, Doris Meister This transcript was prepared by a transcription ...

It's a grim topic, but death is a key factor in retirement planning. How long do you expect to live? It's a touchy question, but research shows asking it can significantly help investors prepare for ...

Altruist, an upstart investment platform used by more than 1,000 financial advisors to build portfolios for clients, has partnered with its first financial planning software. The venture-backed ...

Lumiant, an Australian company founded in 2020 that develops financial planning software, made its official U.S. debut Tuesday. More than 150 advisors to over 4,000 households already use the software ...