For many consumers, handling their finances—from building household budgets to evaluating big purchases to managing retirement savings—can be intimidating. With minimal time and a layperson’s ...

Back in April 2018, Michael Kitces published the first “Financial Advisor FinTech Solutions Map” in its current form. That infamous map is of great help to firms and advisors reflecting on their tech ...

Calvin Hennick is a freelance journalist who specializes in business and technology writing. He is a contributor to the CDW family of technology magazines. Financial services companies are leveraging ...

As AI, cloud, and other technology investments soar, organizations have to make investment decisions with increased speed and clarity. Practices like FinOps, IT financial management (ITFM), and ...

Big Tech firms are set to be excluded from access to a European Union (EU)-wide financial data-sharing initiative, in a boost to banks battling to retain market share. The rules, which are set to come ...