According to advisers surveyed by Orion, disconnected technology is their primary technology-related pain point—for the second year in a row. In 2025, advisers will continue to use and implement ...

Forbes contributors publish independent expert analyses and insights. I research & write on longevity, generational trends & innovation. Technology is the new line item cost in retirement planning. As ...

Automated financial planning with the help of artificial intelligence may pose a significant disruption to existing players in the market, and a new startup is leading the way. Processing Content ...

BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the leading provider of estate planning technology for advisors, today announced Vanilla Scenarios™ Advanced Planning, the next evolution of its all-in-one ...

RADNOR, PA — eMoney Advisor opened its 2025 eMoney Summit last week with a look ahead to the next generation of financial planning technology, unveiling new platform innovations and outlining its ...

NEW YORK, Sept. 9, 2025 /PRNewswire/ -- Global Fintech leader Broadridge Financial Solutions, Inc. (BR) (NYSE: BR) today announced that it has acquired iJoin, a leading retirement plan technology ...

What are the best tax planning tools for financial advisors? Top tax planning platforms for financial advisors Financial planning software with strong tax features How to choose the right tax planning ...