Propel Software Launches ‘Product Spotlight’ - Delivering Enriched Product Data Across Salesforce Manufacturing, Sales, and Service Clouds
Propel Software, creator of the first product value management (PVM) platform that transforms how businesses create, sell, ...
Web3 Is Here: What Digital Assets Mean For Tomorrow’s Wealth Strategies
Just as the iPhone ushered in an era of mobile-first thinking, Web3 is bringing decentralized-first thinking to wealth ...
Pensa Systems links with Databricks to roll out retail shelf AI
Retail AI innovator Pensa Systems has formed a partnership with Databricks, a data and AI company. The collaboration ...
WealthManagement.com19h
Orion Hires COO From Rival Envestnet
December was a busy month for Orion, which announced the acquisition of Summit Wealth Systems, a next-generation portfolio management and reporting platform and the appointment of its co-founder and ...
Think Advisor19h
Orion Nabs Another Former Envestnet Exec to Lead Operations
Arun Anur comes to the wealth management and technology services provider after long stints at Envestnet and Oracle.
HousingWire21h
The ‘silver tsunami’ wealth transfer will mostly stay in the family
Baby boomers are sitting on an estimated half of total U.S. home equity, and most plan to keep it within their family after ...
Truthout23h
New Federal Rule Will Erase All Americans’ Medical Debt From Credit Reports
The rule may still face challenges, from credit reporting agencies and debt collectors, as well as from Trump.