However, before you hand over your financial future to an app named "Wealth Wizard" or "Cash Coach," it’s worth asking: Can ...

CFP Board today announced the appointment of Barry S. Gersten as its Head Technology Officer. Gersten will oversee CFP ...

Roblox Corporation (NYSE: RBLX), an immersive gaming and creation platform, today announced the appointment of Naveen Chopra as its new Chief Financial ...

When considering a potential financial consultant, one of the first questions you should ask is how they charge for their services. "Try to avoid fee models that create conflicts of interest, ...

WILMINGTON, DE — Xavier AI has announced the launch of its groundbreaking AI strategy consultant platform, designed to deliver business insights in presentation-ready formats. Tailored for ...

Financial consultant vs. financial advisor There are many titles in the financial industry, including financial consultant and financial advisor. Knowing what to look for can be challenging.

The technology you‘re considering isn’t on the verge of being overshadowed by something better within a few months. Financial Advisors: 6 Stages to Signing a New Client 4.

Founded in 1993, The Motley Fool is a financial services company dedicated to making the world smarter, happier, and richer. The Motley Fool reaches millions of people every month through our ...

The terminations leave a gaping hole in the oversight of financial institutions and tech firms venturing into financial technology. by Lauren Feiner. Feb 14, 2025, 2:20 PM UTC ...