Morningstar this week announced the retirement of its Office platform product for advisors and a partnership with SS&C Black ...

Managing money wisely is one of the most important life skills, yet many people struggle with it due to a lack of financial ...

Encore Merges Silicon Valley Innovation With Personalized Financial StrategyBellevue, Washington, United States, February 10, 2025 -- PCM ...

Morningstar, Inc. (Nasdaq: MORN) and SS&C Technologies, Inc. today announced an agreement that will make SS&C's Black ...

The wealth tech platform providers are looking to reach more advisors and firms with key leadership additions to their ...

The RIA platform has welcomed two new advisor firm additions, including a Northeast US expansion with two upstate New York ...

AssetMark, Inc., a leading wealth management technology platform for financial advisors, today announced the appointment of ...

Fuel Ventures contributed £2m to the round, with 60 professional sportspeople from The Players Fund also participating.

Prosper's platform, currently managing over £200m ($247m) in assets, aims to redefine wealth management by unifying technology with expert advice. The fresh investment for Prosper follows its ...