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

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.

Nitrogen (formerly Riskalyze), the leading developer of integrated risk tolerance, proposal generation, investment research and planning software for advisors, today announced the appointment of ...

A customized version called Apollo Allocation Pro aims to help advisors compare various public and private index portfolio ...

Ministry of Corporate Affairs (MCA) has introduced funding guidelines for research, workshops, conferences, and similar initiatives under the “Corporate Data Management” scheme. This initiative aims ...

What little did represent a real increase, was not enough. In the run-up to the Budget, Tax Justice UK proposed increased taxes on top wealth and incomes which could have yielded £60 billion a year.

MONTREAL, Jan. 28, 2025 /CNW/ - TJPS Software, a leader in investment accounting solutions for Canadian accounting professionals, family offices and investment funds, is pleased to announce its ...