Slant, providers of a CRM platform for financial advisors, today launched Intake Forms, a set of branded, artificial intelligence-built forms for collecting client and prospect information. Rather ...

Slant, the financial advice industry's AI-native client relationship management (CRM) platform, today announced the launch of Intake Forms — branded, AI-built forms for collecting client and prospect ...

Summer meetings might pose a scheduling challenge, but financial advisors could help clients avoid costly mistakes by guiding ...

Brex reports that managing accounts payable in professional services requires precise project coding, approval workflows, and ...

Coforge said the 414 bps YoY expansion in EBIT margin and 285 bps YoY expansion in Ebitda margin in Q1 reflected the impact of AI infusion at scale in client delivery and internal operations.

Intapp, Inc. (NASDAQ:INTA) Q3 2025 Earnings Call Transcript May 6, 2025 Intapp, Inc. beats earnings expectations. Reported EPS is $0.26, expectations were $0.22. Operator: Hello, everyone, and welcome ...

An investor reviews Form ADV disclosures while comparing advisory firms, paying close attention to fees, services, conflicts ...

Sun Life has announced the launch of Sun Life Private Wealth, an integrated platform supporting high-net-worth (HNW) and ...

Three advisors explain the investment-driven and client-driven triggers that prompt them to sell — and why volatility alone ...

Advisors will need to expand traditional wealth management services to add value in coming years. Niches are an important ...

Rachel Williams has been an editor for nearly two decades. She has spent the last five years working on small business content to help entrepreneurs start and grow their businesses. She’s well-versed ...