As the economic world becomes more complex and digitized, the role of technology should be to simplify—not money, but meaning ...

John Yanchek: We like to joke that there is original Montis Financial and Montis 2.0, which is when Tucker {Donahoe} and I bought the company. Montis itself is 30 years old. We inherited some things ...

Gita Bhatt, a Policy Communications professionals, noted that stablecoins and other financial tech advancements are expected to transform the global economy, presenting both opportunities and ...

X Financial is a tech-driven Chinese consumer finance company showing robust growth and improving credit metrics despite a weak Chinese economy. XYF's advanced technology, AI-driven risk management, ...

Calvin Hennick is a freelance journalist who specializes in business and technology writing. He is a contributor to the CDW family of technology magazines. Financial services companies are leveraging ...

Artificial intelligence in advisor tech is about to get very interesting. Several years after the AI tech boom, I believe we can lay to rest the fears that these tools will replace human financial ...

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 ...

It’s no secret that small businesses have been through a lot this year, especially financially. The uncertainty around tariffs and how that will impact businesses long-term, coupled with the overall ...

I’ve been in the space almost 40 years and have worked at some major organizations. We always had huge technology companies. But my own experience was that we never truly gave the advisors the tools ...

Financial technology firm Block has announced the opening of new offices in Dublin where 300 employees will be based.