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Let's borrow an analogy from another domain that has wrestled with automation, trust and safety: self-driving cars.

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, ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

Nick Chandi is the CEO of Forwardly, an award-winning B2B payment platform that helps US businesses send and receive payments faster. Financial software that truly resonates with accounting ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

To make evidence-based decisions for your business, you need financial reporting software that makes it possible to import and analyze your financial data and accounting statistics. However, the ...

(Reuters) -Financial software maker OneStream is exploring strategic options including a possible sale, less than 18 months after its stock market debut, according to three people familiar with the ...

Financial crises are like unwelcome guests – they crash the party, leave a mess, and force everyone to re-evaluate the status quo. Throughout history, these economic upheavals have sent shockwaves ...

If money is the ultimate commodity, how can fintechs — which sell money, move money or sell insurance against monetary loss — build products that remain differentiated and create lasting value over ...

Benzinga readers often choose Empower or TurboTax as the best personal finance software. Every consumer knows that building and adhering to a budget, paying down debt, and avoiding overspending are ...