Mako Financial Technologies, Inc. ("Mako") and SGGG Fund Services Inc. ("SGGG") are pleased to unveil a strategic alliance to ...

Today saw the official launch of a new AI-powered client onboarding platform, Mortgage Assist Pro, which saves brokers an estimated 90% of the time they spend ...

Many advisors overlook held-away workplace retirement accounts, unaware that a rollover isn't a prerequisite for professional ...

People told Mary Malone McCarthy she was crazy to leave the career she had established to start her own firm. But she took ...

Simply put, the old levers of profitability — billable hours and rate increases — are no longer sufficient. Firms that fail ...

Learn five AI prompts you can use to contribute confidently, sound strategic, rephrase ideas, manage tough questions, and ...

Discover how automation helped us streamline processes, improve efficiency by 50% and scale without hiring extra employees.

With Seniors Helping Seniors, active older adults support their peers who require assistance to remain in their homes. “Our ...

Benchmark Capital has vowed to take 80% of the friction and cost out of the advice process over the next two to three years, Money Marketing has learned. The aim, said chief executive Ed Dymott, is to ...

Applications for many customers require a multi-tenant architecture in which different models can be considered depending on ...

Synchronoss boosts stability with restructured contracts, 7% revenue growth, improved margins, and secured U.S. partnerships.