Pettinga Financial Advisors LLC raised its position in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 1.4% in the ...

The company currently has an ARR of over $50 million. Singapore-based private equity firm Everstone bought a significant ...

Chris Todd, most recently CEO of the software company UKG, took the reins at the Berwyn, Pa.-based firm on Tuesday, Envestnet ...

Cathie Wood is one of the most vocal bulls on Wall Street when it comes to the potential of artificial intelligence (AI).

January is a wonderful time of the year to assess your financial situation and embark of certain strategies not just for 2025 ...

Vanilla, the leader in estate planning software, today announced the launch of V/AI Copilot, an AI-driven assistant that transforms how financial advisors approach estate planning. V/AI Copilot is ...

As high-frequency trading continues to plague the markets, due to regulation and increasing competition, traders are ...

Atomi Financial Group Inc. acquired a new position in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) during the fourth ...

The self-described digital family office has also beefed up its leadership team with new roles in engineering, trading, product and finance, after recruiting 30 advisors in 2024.

Envestnet has announced Chris Todd as its new Chief Executive Officer, effective January 21, 2025. Todd succeeds Interim CEO ...