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 ...

Automated financial planning with the help of artificial intelligence may pose a significant disruption to existing players in the market, and a new startup is leading the way. Processing Content ...

Forbes contributors publish independent expert analyses and insights. I research & write on longevity, generational trends & innovation. Technology is the new line item cost in retirement planning. As ...

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 ...

What are the best tax planning tools for financial advisors? Top tax planning platforms for financial advisors Financial planning software with strong tax features How to choose the right tax planning ...

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

If you’re like any of the 200,000 small business owners we work with every day—constantly trying to do more with less—you understand how critical budget planning can be. When you’re trying to maximize ...

Broadridge Financial Solutions, Inc. has acquired plan technology provider iJoin, a provider of participant onboarding, engagement and analytics technology solutions for the retirement industry. iJoin ...