The fixed income market represents one of finance’s greatest paradoxes: despite being worth over $150T globally, most trading workflows remain surprisingly manual and fragmented. Portfolio managers ...

Chicago fintech firm Advyzon, a wealth management platform for financial advisors, announced that it has added a financial planning component. This will bring together goal-based investing, ...

Osaic is ramping up its ability to support advisors focused on retirement income planning as it introduces key upgrades to one of its successful planning platforms. The firm announced on Monday that ...

SAN DIEGO, CA — DiversyFund, one of the original real estate crowdfunding platforms in the United States, today announced the next phase of its evolution: the launch of a premier fixed income ...

SAN FRANCISCO, CA, September 5, 2025 (EZ Newswire) -- Bluwhale, opens new tab, the decentralized intelligence network powering AI agents across blockchains, today announces the launch of a real-time ...

Denver-based retirement management software provider Income Lab said advisors can now subscribe to their "Life Hub" financial visualization tool without signing up for the company's entire retirement ...

Cetera is bolstering its planning toolkit for roughly 12,000 advisors with two new partnerships, adding more depth to its fintech ecosystem around tax and legacy planning. The hybrid RIA giant's new ...

Different financial platforms and institutions specialize in different services, making it tempting to manage one’s finances across multiple platforms instead of just one. While practical on paper, ...