Altruist unveils AI tax planning tool, triggering fears of automation disrupting financial advisors as major stocks fall up ...

Wealth management and tax planning companies fell on Tuesday after privately held financial software provider Altruist Corp. launched an AI tool that creates tax strategies for clients, generating ...

I’m a career shifter. I worked in leveraged finance initially when I got out of school. I always pictured myself as being a working mother. I had three children. I was commuting from New Jersey into ...

It’s happening and will continue to do so, but it’s not without challenges. That’s the converging relationship between wealth and tech. Advisors widely acknowledge the need for innovative platforms ...

Wealth-management stocks sank Tuesday after financial-technology firm Altruist announced an artificial-intelligence tool that ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

Wealth management software is designed to make managing your money and tracking your assets as easy as possible. Whether you're nearing retirement and juggling rental properties in multiple states or ...