Finance platform Rho announced the launch of the Rho Partner Portal for Accountants, a version of Rho designed specifically for partners with Rho who are accountants.

Redtail CRM is a cloud-based customer relationship management tool from Redtail Technology. Redtail CRM supports two-way sync ...

Sammy Azzouz is the President & CEO of Heritage Financial Services, a Boston-based firm specializing in personalized wealth ...

Being proactive in meeting the sophisticated needs of affluent investors should lead to stronger, more resilient practices.

On average, Agicap’s clients manage 15 different bank accounts each. So the chief financial officers (CFOs) working for these ...

Apollo Global Management Inc. is investing in startup Vega and adopting its technology that looks to improve service for ...

Unless there’s a need for liquidity, we don’t want our clients putting money into permanent life insurance. We want that ...

Fisher Asset Management's portfolio value increased to $244B, with top holdings in Apple, Microsoft, Nvidia, Amazon, and ...

He met Shafrir as a customer, and the pair got to talking. Months later, they decided to found a startup that focused on ...

Pty Ltd ('Webull Australia'), a subsidiary of Webull Corporation, the owner of the popular trading platform, launched an industry-first cash management service for its self-directed Retail investors ...

Southwest had a rough going the past few months, but at the Skift Aviation Forum, CEO Bob Jordan said he has a plan.