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 ...

The European Union is setting up a new financial data sharing system that will promote the development of new digital financial products. Apple and other U.S. companies, however, may not get access to ...

Financial planning companies are undergoing a huge transformation, mostly led by the advancements in IT. On one hand, there’s client data to safeguard, and on the other, it has to keep pace in ...

Banks can face security risks when customers share their financial data using third parties. Citizens Bank built a tool designed to let clients securely and efficiently share data. This article is ...

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 ...

Orbit Financial Technology is rolling out a new monthly membership system for its research and analysis platform, Orbit Insight, to provide smaller firms and investors with access to hedge-fund level ...