It's a frequent award winner, including placing in Benzinga’s Best Financial Advisor or Wealth Management ... The main portfolio view is centered around the Ziggma dashboard.

Additionally, tools like Docs, Email ClickApp, Notepad, Chat view, Dashboard ... management solution, specifically engineered to optimize project workflows and elevate team collaboration. As an all-in ...

Compound Planning, the digital family office reimagining wealth management, makes tax season easier with fully integrated tax filing and planning services. Powered by april, the new tax filing options ...

When you invest in the market for a living, you will have periods of underperformance. All clients know this, but ...

Named XXI Wealth, the wealth management firm will operate under the umbrella of Florida-based Dynasty Financial, which provides infrastructure and back-end operations for independent firms.

These days he is serving his clients distressed houses, REITs and bitcoin. Berkshire Hathaway’s $267 billion concentrated 38-stock portfolio added one new stock. Warren Buffett was likely a net ...

a 40-year veteran of the wealth management business, doesn’t plan to sell her $3.3 billion-asset practice, Kaplan Financial Services. “I can’t think of anything creepier for the client than ...

ZURICH, Feb 14 (Reuters) - Artificial intelligence will bring major upheaval to wealth management, a Microsoft (MSFT.O), opens new tab executive said, as the technology's potential to process ...

Rubicon Wealth Management's Scott Mason is charged with diverting $17 million of client investments to fund personal expenses. Scott Mason, the president of Blue Bell's Rubicon Wealth Management ...

Dimensional World ex U.S. Core Equity 2 ETF Stock Up 0.2 % Shares of DFAX stock opened at $26.33 on Friday. The company’s fifty day simple moving average is $25.33 and its 200-day simple moving ...