For many investors, Donald Trump's re-election was an emotional shock. Here's how financial advisors can help keep their ...

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

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

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

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.

Presidio acquires ServiceNow partner Contender Solutions to increase software management services, staff augmentation and ...

Recordkeeper leaders say relationships with plan advisers work best when the adviser has a good sense of where they want to ...

Vincenzo Vedda was named global CIO at DWS Group, as the money manager brings together its portfolio management, chief ...

Planning for caregiving involves immediate and future financial implications along with tax considerations and documentation. Preparing for eventual life needs provides clients and their caregivers ...

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

Meanwhile, dealership staff enjoy reduced double-entry of customer information ... dealer-branded messaging, disbursement and management of vouchers, and expanded analytics. "When courtesy fleet ...