According to advisers surveyed by Orion, disconnected technology is their primary technology-related pain point—for the second year in a row. In 2025, advisers will continue to use and implement ...

Budget planning is a continuous strategic process, not a one-time chore. Businesses failing to embrace this process risk falling behind.

Technology makes estate planning scalable for advisors, boosting client retention and capturing next-generation wealth ...

October is Financial Planning Month, and this month we are reminded how important having a financial plan is — and how much value working with financial planning technology and a financial adviser can ...

As the financial advisory world expands to include more services and areas of expertise, customer expectations are expanding as well. But when it comes to estate planning, advisors are often falling ...

BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the leading provider of estate planning technology for advisors, today announced Vanilla Scenarios™ Advanced Planning, the next evolution of its all-in-one ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...

While school districts are well underway into their new year – and their new budget – many are already planning for the year ahead, and technology remains one of the top priorities schools focus on to ...

Navigating health technology landscape in 2026 requires aligning clinical, financial, and IT strategies to improve efficiency and capital planning.

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 ...

Risk is inherent in every aspect of law enforcement, and technology is no different. As more agencies rely on technology, there will be problems: system failures, lines down, power disruption, or ...

NEW YORK, Sept. 9, 2025 /PRNewswire/ -- Global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR) today announced that it has acquired iJoin, a leading retirement plan technology provider ...