Fintechs eager to differentiate from traditional banks are gaining governmental approval to disburse small business loans.

Modern financial planning applications can be a key tool for reassuring clients during unpredictable times.

Vanguard and Charles Schwab's websites both got high marks from investors making decisions without the counsel of a financial advisor, according to a new J.D. Power survey.

The farmland investment platform empowers advisors to more easily add farmland to client portfolios.

In this challenging time, team meetings keep everyone connected on a social level and enhance the overall effectiveness of the team. But how do you keep everyone engaged virtually?

With the offer, firms new to Addepar receive a credit to offset their payment until the adverse impacts of the market on their business subside.

"One of the highest priority issues facing many broker-dealers and investment advisors today is simplifying Reg BI compliance," said Michael Pinsker, founder of Docupace.

You get a plan! You get a plan! Financial planning software developers are eagerly using market volatility as an opportunity to get new customers.