The role of the modern financial advisor as we know it is evolving–and for the better. McKinsey & Company analysts suggest modern financial advisors will become "more like integrated life/wealth ...

As modern family structures replace the traditional family model as the norm in America, it’s important for financial professionals to be aware of what motivates the different types of families** and ...

For decades, people have wanted a way to see all their finances in one place online. This process, known as financial account aggregation, started in the mid-1990s with the rise of a multiplicity of ...

MONTEREY, Calif.--(BUSINESS WIRE)--Modern Wealth Management (“Modern Wealth”), a registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and ...

BOSTON, June 21, 2023 /PRNewswire/ -- Drivepoint (formerly Bainbridge), the only strategic finance SaaS platform built specifically for modern consumer brands, today announced a new name, expanded ...

SAN FRANCISCO, CA, September 5, 2025 (EZ Newswire) -- Bluwhale, opens new tab, the decentralized intelligence network powering AI agents across blockchains, today announces the launch of a real-time ...

What if you could predict a company’s financial future with precision, make data-driven decisions, and impress stakeholders, all using one tool? Excel, often underestimated as a simple spreadsheet ...