New York City-based Zeplyn has raised $3 million in seed funding for its AI assistant for financial advisors.

In this article, we’ll walk you through the process of voicing your complaints to a financial advisor, including how to structure the meeting and what to do if you need to escalate the issue to a ...

Americans, typically in their 40s and early 50s, who are balancing the financial demands of raising children while also ...

Apollo tried seven times to gain a foothold in the bidding but ultimately lost out to Skydance's $8 billion deal, an SEC ...

Unlike with a traditional financial advisor, that planning is done virtually, through phone or video meetings. Account minimums range from zero to a few hundred thousand dollars. The way online ...

Harmon Kong wrote a book about wealth that doesn't include any financial jargon. He argues discussions between parents and ...

Over the next five years, Sonoma-Marin Area Rail Transit is planning to spend upwards of $774 million to take the rail to Cloverdale, pave more paths and complete other ...

WILLIAMSTOWN, W.Va. (WTAP) - Wood County Christian held a Financial 101 meeting for students and their parents. This is the ...

Board members were also recognized. Rhoads was a recipient of the Aptitude Award at the OSBA’s fall conference, while other ...

President Joe Biden‘s fentanyl diplomacy with China is under scrutiny as President-elect Donald Trump’s team seeks a harder ...

During Monday’s fourth township fiscal commission meeting, officials emphasized how integral next November’s election ...