Zocks is an AI-powered tool that automates meeting notes, client onboarding, and financial planning for advisors. The platform integrates with CRMs like Salesforce and financial planning tools to ...

IT consulting firm Accenture's quarterly results indicate that while demand remains stable, revenue growth of software outsourcing companies is likely to stay subdued, according to analysts. Accenture ...

Artificial intelligence (AI) is increasingly being used to improve work efficiency, saving time and money. Use of AI by mental health professionals (MHPs) is no exception. One common approach involves ...

Ripple has secured its first European bank customer for its licensed payments stack, with Switzerland-based AMINA Bank adopting Ripple Payments to support near-real-time cross-border transfers for ...

Innovative Artists Entertainment agent Andy Patman is not sitting around waiting for the entertainment business to change. Instead, he and his team want to make the changes themselves. “Every time we ...

From left, Stephen Chien, vice president at LPL Financial; Michael Brady, president of Generosity Wealth Management; Larry Sprung, founder and wealth advisor at Mitlin Financial; and Rob Burgess, ...

Amid the back and forth between President Trump and President Xi Jinping over rare earth metals, Wedbush Securities believes investors should “buy tech” on the sell-off. “After a relatively calm few ...

Morgan Stanley on Friday told its financial advisors that the firm was broadening access to crypto investments to all clients and allowing such investments in any type of account, including retirement ...