On March 25, 2025, Atlas CPAs & Advisors PLLC (“Atlas”) filed a notice of data breach with the Attorney General of Massachusetts after discovering that an unauthorized party was able to access ...
Wealth managers celebrated a better-than-expected inflation report Friday, but are worried about flying blind in the future.
Effective financial data distribution is no longer a challenge when you have the right strategy in place. This comprehensive guide explains how integrating with a specialized wealth data network can ...
PreciseFP and Holistiplan, two prominent players in the planning fintech space, have forged an alliance to help ease the notoriously irksome process of tax data collection for financial advisors. The ...
The power of seamless data consolidation creates a better advisor and client experience. The Direct Advisory Suite platform and ByAllAccounts, by working together, eliminated the fragmented user ...
RightCapital removes the most time-intensive aspect of transitioning to a new financial planning provider SHELTON, CT / ACCESS Newswire / October 14, 2025 / RightCapital, the fastest-growing financial ...
NEW YORK--(BUSINESS WIRE)--Syntax Data, a leading provider of direct indexing technology, today announced a collaboration with TradePMR, a leading brokerage and custodian services provider for ...
Artificial intelligence could be a huge help to advisors if it isn’t already—for instance, it helps them take notes during client meetings and could free them from having to spend time typing and ...
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