Tanya Menendez and Pamela Martinez shared two things in common that led to them launching the Snowball Wealth app back in 2022: Both women had over a decade of experience in tech and finance, and they ...

Stifel Financial Corp. has announced the launch of Stifel Discover, a new content feed integrated into its Wealth Tracker app, aimed at enhancing client engagement with Stifel’s research and insights.

NerdWallet’s editorial team evaluated a wide range of budgeting apps based on features, user reviews, and usability to identify top options for 2025. Our recommendations include tools tailored for ...

Five benchmarks can help you determine how well you're progressing toward financial goals. Here's what you need to measure to ...

Eton Solutions, the wealth management platform that manages over $1.3 trillion in assets, launched a new platform that will give ultra high net worth individuals (UHNWI) with $15 million and above in ...

Key Points ・Budgeting helps manage day-to-day spending and short-term financial habits, while net worth tracking measures ...

AI-driven Bitcoin investment and wealth management platform Sable Venture Capital Inc. (“Sable VC”) has launched its new iOS ...

The Great Wealth Transfer is under way, and an estimated $84 trillion will change hands in the U.S. by 2045 as wealth accumulated by the Silent Generation and Baby Boomers makes its way to the next ...

Wealth managers need to up their game when it comes to rolling out mobile features for customers. That’s according to the J.D. Power 2021 U.S. Wealth Management Mobile App Satisfaction Study published ...

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