Software is playing a larger role in financial plans. What does that mean for financial planners?

As financial planning software takes a bigger role in guiding client decisions, advisors can use the new tools to build scale ...

Tangerine signs software deal with unit of U.K.’s Starling Group, becoming first North American client

Scotiabank subsidiary will migrate its digital banking services to the British bank’s Engine by Starling software services ...
Wall Street Journal

Apollo and Motive Partners Create a Private-Markets Client Services Provider

Apollo Global Management and fintech-focused Motive Partners have agreed to set up a client-services company designed for use by institutional investors and other asset managers looking to attract ...