New AI Assistant Delivers Clear, Instant Insights and Frees Teams to Focus on Strategy ...

When your advisory business is in growth mode, how you spend your time matters. Focusing on profit-producing activities such as client acquisition and retention is a top priority, but you might find ...

If you are searching for an artificial intelligent (AI) assistant that can help you with financial advice and managing both personal and business finances. You might be interested to know that ...

Vivid Money, the European financial platform for SMEs and freelancers, today launches its AI-powered Digital Employees to empower European SMEs.

Advyzon is building financial planning and hires two industry veterans to help; RedBlack adds cash management; and F2 makes ...

Jump, the leading provider of artificial intelligence (AI) solutions for financial advisors and financial services, today announced its acquisition of Mobile Assistant, a leader in advisor ...

Late treasurers' reports led to "unanticipated expenses," said John Belmonte, acting assistant superintendent for finance and ...

Rodney Hairston was the third to serve in the prior mayoral administration -- with one coming back as a consultant on the ...