Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

INTX Insurance Software (“INTX” or “the Company”), a provider of a fully integrated, single solution to the entire P&C insurance policy lifecycle, today announced its official North American launch ...

Regardless of the sector you work in, investing in digital and automated transformation is becoming inevitable. Whether you want it or not, competition in the market will force you to embrace change ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Move fast and break things is a disruptor’s mantra. Except in the insurance business when it involves AI enhanced software maker Comulate, a fake brokerage, and billion dollar private equity backers.

New York City-based wealthtech software developer FP Alpha announced Thursday the official release of the firm’s new tool, P&C Snapshot. P&C Snapshot was first announced in March at the T3 Conference ...

Southwest Securities has partnered with Orion Advisor Services to upgrade its performance reporting, accounting and regulatory processing services. Processing Content The firm hopes the software will ...

VIU by HUB, a digital insurance brokerage platform that offers choice alongside trusted brokerage advice, provides an effortless way for auto dealers to deliver added value to customers. CHICAGO, Sept ...