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CapIntel, a leading financial technology company dedicated to improving fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and investment advisors,...

Yanni V. Bousnakis is now CoastalOne’s first ever Chief Product Officer. Most recently, with Kestra Financial, Bousnaski joins the growing independent wealth management firm, to expand its wealth...

The landscape of the digital economy is constantly changing. The days when cryptocurrency discussions were limited to niche tech enthusiasts and libertarians are gone.

Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.

Happy New Month and Labor Day! Things quietly hummed as the markets steadied and reactions continued to trail the release of Non-Farm Payroll (NFP) data. That...

Is the cryptospace a dark place with no scruples? A former SEC chairman seems to think so. That said, an analyst at J.P. Morgan thinks the...

BOULDER, Colo. and LOS ANGELES, Aug 28, 2023 — Money News Network and Magnifi announced today a first-of-its-kind podcast, “Money Assistant,” hosted by renowned financial...

RightCapital, a financial planning software provider, and PreciseFP, the client engagement and data gathering platform from Docupace, recently announced a bi-directional data integration partnership. A new Application...

Financial literacy, which benefits from financial education, directly correlates to making sound financial decisions that help one manage and grow financial assets confidently.

It's no secret that in 2023 marketing budgets are being cut left-right-and-center and are about more than just reading through financial statements. We're talking...