Financial Planning

AI-powered firm's tech could expand planning market exponentially

Automated financial planning with the help of artificial intelligence may pose a significant disruption to existing players in the market, and a new startup is leading the way. Processing Content ...
Financial Advisor

Advyzon Adds Financial Planning To Platform

Chicago fintech firm Advyzon, a wealth management platform for financial advisors, announced that it has added a financial planning component. This will bring together goal-based investing, ...
Financial Planning

Tech that looks at financial planning through a liability lens

Jeff Coyle is the CEO of fintech platform Libretto. Financial planning software is a crowded field dominated by familiar names like eMoney, MoneyGuidePro and RightCapital. But earlier this year, a ...
Morningstar

Advyzon Expands Its All-In-One Platform With Financial Planning, Adding Kevin Hughes to Head Efforts and Tony Leal as a Strategic Advisor

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that financial planning will be a new offering on their ...
MarketWatch

Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs Alternatives to Bring Personalized, AI-Powered Financial Plans to More Families

Conquest Planning Inc., ("Conquest"), a technology platform modernizing financial planning with customized and convenient advice, today announced it has raised $80 million USD ($110 million CAD) in ...

Canopy Connect and Holistiplan Announce Integration to Automate Insurance Planning

New integration brings insurance into the financial planning conversation By embedding verified P&C policy data ...
Forbes

AI-Powered Financial Planning And The Rise Of Personalized Financial Independence Tools

Forbes contributors publish independent expert analyses and insights. I’m a founder, writer and lecturer focusing on VC funds. A trader works on the floor of the New York Stock Exchange (NYSE) during ...
InvestmentNews

Advyzon taps MoneyGuide veterans for financial planning push

Advyzon, a technology provider for RIAs and investment managers, is set to introduce a financial planning component to its platform in 2026, expanding its all-in-one wealthtech offering. The company ...

RISR Partners With Allworth Financial to Further Strengthen Business Owner Planning Across National Advisory Platform

RISR, a leading business owner engagement platform for financial advisors, today announced a strategic partnership with Allworth Financial ("Allworth"), a national, full-service registered investment ...
Wall Street Journal

Facet Review 2026

Facet offers several membership tiers and unlimited messaging with a CFP. It charges a flat fee, which might make it relatively pricey for lower balances Written By Written by Staff Money Writer, WSJ ...
InvestmentNews

Top tax planning software for financial advisors

What are the best tax planning tools for financial advisors? Top tax planning platforms for financial advisors Financial planning software with strong tax features How to choose the right tax planning ...