The top estate planning platform's veteran hire will lead its legal team's efforts to develop estate planning, tax analysis, ...

Focus on showcasing the app as a tool for empowerment. Highlight its ease of use, secure access to accounts and personalized ...

A group of investors led by Elon Musk has offered to buy the nonprofit that controls OpenAI for $97.4 billion, escalating a ...

SEI Investments consists of four main segments: private banks, investment advisors, institutional investors, and investment managers. A minority interest in value equity manager LSV Asset Management ...

Questal Inc., the parent company of Questis, has raised $3.2 million in a Seed Series funding round led by top financial industry experts to accelerate the rollout of its AI-powered financial wellness ...

CleverX Consulting aims to help small and mid-sized advisory firms navigate the M&A landscape, both before and after a transaction.