Confluence Technologies has released the latest version of its flagship mutual fund software, FundStation Version 4.30. The new version will be able to translate performance data into euros, when that currency is adopted. It also allows companies to easily transfer their data to CTCI 2.0, NASDAQ's new message format for daily and year-end reporting of mutual fund information.
From pet trusts to picking the right caretaker, advisors share how to help clients plan for a life when pets outlive them.
The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.
Marketing experts suggest alternative ways for firms to promote themselves after a $6 million "gift" received by a former top editor at Forbes was seen as tarnishing the publication's industry awards and rankings.
From building trust early to having the toughest conversation to what comes after a loss, advisors share how they keep widowed clients from walking away.
SER Summit co-founders Vanessa Martinez and Ana Trujillo Limón preview the professional development and networking in store for attendees next week in Denver.
Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.
