PreciseFP, the award-winning client engagement and data-gathering software from Docupace, today announced a new integration with Finmate.ai, a rising innovator in AI-assisted notetaking for financial ...

Christopher Hensley, president and CEO of Houston First Financial Group, used the loss of his assistant as a chance to take a hard look at how the different pieces of his tech stack were talking to ...

Investment management alone is insufficient for many firms, who view at least some level of financial planning to be ...

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not ...

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not ...

Among advisors offering financial planning to their ... comfortably ahead of MoneyGuidePro's 22.79 percent share and RightCapital's 20.68 percent adoption rate. The software also appeared to ...

Opinions expressed are those of the author. How well does your financial plan match your deepest dreams, possibilities and authentic goals? Typical financial planning often involves a mechanical ...

Delivered daily. Enter your email in the box and click Sign Me Up. Daniel Goodman is a Senior Financial Planner at Wealth Enhancement Group with over 20 years of experience in corporate and ...

Artificial intelligence (AI) and machine learning (ML) are increasingly driving the invocation in the enterprise software industry. It is reshaping how businesses approach financial planning ...

Retirement planning is one of the top financial priorities for Generation Z — for the second year in a row. According to the survey, 40 per cent of respondents reported being on track to meet ...

For more information about Conquest’s intuitive financial planning software solution, please visit conquestplanning.com. Additional context on PWL’s holistic, full-service wealth management ...

Conquest’s Strategic Advice Manager (SAM) will support PWL in delivering industry-leading financial planning. The AI-powered planning ... highlight how Conquest’s software will help PWL in their ...