Chicago fintech firm Advyzon, a wealth management platform for financial advisors, announced that it has added a financial planning component. This will bring together goal-based investing, ...

Osaic is ramping up its ability to support advisors focused on retirement income planning as it introduces key upgrades to one of its successful planning platforms. The firm announced on Monday that ...

SAN FRANCISCO, CA, September 5, 2025 (EZ Newswire) -- Bluwhale, opens new tab, the decentralized intelligence network powering AI agents across blockchains, today announces the launch of a real-time ...

NASHVILLE, Tenn., Oct. 16, 2025 /PRNewswire/ -- AllianceBernstein L.P. (AB) today announced it will provide another approach to delivering lifetime income to Defined Contribution (DC) plan ...

Cetera is bolstering its planning toolkit for roughly 12,000 advisors with two new partnerships, adding more depth to its fintech ecosystem around tax and legacy planning. The hybrid RIA giant's new ...

Milliman, Inc., a leading global consulting, actuarial, and benefits administration firm, announced today the introduction of a guaranteed lifetime income option for its 401(k) recordkeeping clients ...

Trumid, a financial technology company and fixed income electronic trading platform, announced trade volume and user participation highlights for March and Q1 2025. “This was our strongest month and ...

Gurugram-based Oxyzo Financial Services, the financial arm of OfBusiness, is set to acquire online bond distribution platform ...