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 ...
Trixy Castro is the founder and CEO of TRX Capital, as well as a partner and board member of Verifee. Artificial intelligence has spurred changes in various industries—and the financial services ...
Vince Shorb is CEO of the National Financial Educators Council - an IACET Accredited Provider – and a leading financial wellness advocate. The financial services industry—spanning banking, insurance, ...
A robo advisor is a low-cost digital, automated service that provides financial advice and recommends investments. Here & Now's Scott Tong talks with Jill Schlesinger, CBS News business analyst and ...
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