AI-powered data intelligence is reshaping financial services, enabling smarter advisor targeting, compliant outreach, and growth.
Advisors who seek a smooth transition should take a hard look at their data and tech stack before any succession planning ...
Merchant has hired former Osaic data chief Clayton Chandler as chief data officer, adding another Wall Street and national ...
Prudential Advisors intends the updates, including some related to artificial intelligence, to improve processes across the ...
Financial advisors are mostly bullish on their clients' retirement readiness and tax burdens in the new year, according to a new U.S. News-AdvisorFinder survey conducted in the fourth quarter of 2025.
Vessel Advisors expands national reach and expertise by acquiring Agency Ascent, delivering enhanced fractional CFO ...
Jan 16 (Reuters) - Database management company ClickHouse was valued at $15 billion in its latest funding round, CEO Aaron ...
TaxStatus introduces tax preparation tools while Docupace appoints Scott Willette as CTO and PPB enhances its platform ...
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EXTRACT ADVISORS: Ushering in a New Era of Quantitative Technology and Global Retail Collaboration
UNITED STATES, CO, UNITED STATES, January 13, 2026 / EINPresswire.com / — EXTRACT ADVISORS announced that its core discretionary management platform, powered by its proprietary quantitative engine, ...
Learn how financial advisors can use AI prompts to craft empathetic, compliant emails that support their clients through financial challenges and life transitions.
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