RIA Compliance Technology has been recognized as one of the best compliance software solutions providers for Registered ...

In today’s financial markets, speed greatly impacts success. Even a millisecond can separate profit from loss. This is where HFT trading software steps in. This software is built to execute thousands ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and expenses, projected investment returns, evolving tax rates, debts, windfalls, ...

NEW YORK, Dec. 9, 2025 /PRNewswire/ -- MidCap Advisors, a leading lower-middle-market investment bank specializing in mergers and acquisitions advisory, is pleased to announce its role as the ...

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for financial ...

IK Partners signed an agreement to acquire Rhétorès Group, a French independent financial advisor focused on high-net-worth ...

Docupace has bolstered its registered investment advisor software services by acquiring startup Hubly, a workflow and operations platform that syncs with advisors’ customer relationship management ...

Discover five of the top financial advisor companies for retirees.