Microsoft Rises on Copilot Expansion and New AI Product Launches
Intense Life Desires Microsoft (NASDAQ:MSFT), a global software and services provider, closed Monday at $358.96, up 0.61%. The...
launches
Flourish launches mortgage platform to help RIAs retain assets
On Tuesday, advisor tech provider Flourish launched a residential mortgage platform aimed at helping RIAs...
Consultant launches site to track, decipher industry jargon
Outside of motorsports, asking someone whether they are “P1” or “P2” would likely confuse them....
Raymond James launches new ESOP advisory practice
Raymond James is expanding its investment banking capabilities with the launch of a dedicated employee...
FPA launches FPAi Authority for advisor AI education
Recognizing the surging impact of artificial intelligence in wealth management, the Financial Planning Association (FPA)...
South West Planner launches free adviser conference
Chris Palmer, managing director of Hansford Bell Tavistock-based Financial Planning firm Hansford Bell is to...
FCA launches consultation on ESG rules
ESG investing ratings will be regulated The FCA has today launched a consultation on its...
WBR launches online tax calculator to help assess IHT impact
WBR’s new calculator will help asses IHT liability on unused pensions SSAS provider and administrator...
Plannex acquires About Financial and launches training business
Jon Dunckley, head of training at Plannex Plannex, formerly Financial Planning community NextGen, has acquired...
Verve launches compliance switching service
Verve website Support services provider The Verve Group has launched a compliance “switching service” which...