Financial planning is not just a numbers game: Today’s most effective financial advisors recognize that success with clients could lie at the intersection of emotional intelligence, often called EQ, ...

Companies that find their edge by being nimble, using their capital wisely and collaborating well are at the heart of the economy. They come in all shapes, sizes and industries, and most of them ...

Imagine the revenue impact for Wealth Management industry of having every American more knowledgeable about their financial situation, and increasing their level of participation. Let’s start with the ...

Financial companies, awash with business data, have made the natural progression into providing financial intelligence, known as FININT, on top of their market analysis, credit ratings and equity ...

Do you know your company’s financial IQ? It’s not a number generated by a test — rather it’s the overall confidence in your organization’s ability to leverage accurate, relevant data to make ...

NEW YORK & CHARLOTTE, N.C. & DENVER--(BUSINESS WIRE)--Sunlight Financial Holdings Inc. (“Sunlight Financial”, “Sunlight” or the “Company”) (NYSE: SUNL), a ...

(InvestigateTV) — A recent NerdWallet study found 47% of Americans lack confidence in their financial decision making. The study also found that money skills tend to grow with age, income and ...

When most people think of financial success, they often think about the basics, budgeting, investing, saving, and managing expenses. However, there is a crucial factor that is gaining recognition as a ...

FirstHome IQ, a nonprofit focused on homeownership and financial literacy education, has expanded its ambassador program and now has 60 mortgage and real estate professionals who donate a portion of ...

The financial industry is at a turning point. While banks have long relied on technology like video surveillance to protect assets, mitigate fraud, and ensure regulatory compliance, the role of ...

DENVER & SEATTLE--(BUSINESS WIRE)--Valid8 Financial, a global leader in Forensic Accounting software, today announced the availability of a new category of enterprise software for CPAs and attorneys — ...