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.
In a recent industry snapshot, the Investment Adviser Association found the average number of data points advisors have to report in annual regulatory filings has nearly doubled to more than 1,000 since 2011.
A technicality in the federal law enacted in July 2025 changed how deductions work for estates and trusts, creating uncertainty over how taxes are allocated after a person's death.
Advisor Growth Solutions founder Jeffrey Czajka created a new professional community for early-career advisors at a low price point by the field's standards.
New research from the TIAA Institute finds financial literacy slipping further, with investors across generations struggling to with risk comprehension.
A study released by Ficomm Partners and Absolute Engagement found that nearly 9% of high net worth investors turned to AI over a human for referrals. This shift in referral inquiries offers advisors an opportunity to deepen digital presences.
Median total compensation for certified financial planners climbed to $195,000 last year. But pay varied widely, depending on factors like experience and type of firm worked at.
