A new analysis from the Center for Retirement Research at Boston College sheds light on how financial advisors shape the equity allocations of clients approaching or in retirement – and whether those ...

Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

An integral part of the financial planning process is understanding what your client needs, versus what’s a nice-to-have.

DALLAS--(BUSINESS WIRE)--VRGL, a Client Acquisition and Investment Proposal Management solution, today announced the release of its new Tax Transition feature. This powerful addition enables advisors ...

That next client recommendation may come from an "Einstein." San Francisco-based Salesforce announced an AI addition to its Financial Services Cloud platform for wealth managers: Einstein Opportunity ...

Most recommender systems found on the web are server-based and centralised. This suits the typical scenario where the relationship between the user and the recommender system is passive - a background ...

From Agatha Christie to Roald Dahl, the recent trend of editing historical literature shows the power of words and why we need to choose them carefully. That’s why I believe there are three words ...