WatchGuard® Technologies, a global leader in unified cybersecurity, today announced that it has joined the Amazon Web Services (AWS) Independent Software Vendor (ISV) Accelerate Program, a co-sell ...

Orion also recently introduced Options Trading in Eclipse, empowering advisors to generate income through covered calls and protect against down markets with protective puts. The tool is fully ...

Here's how financial professionals can find the sweet spot between using sophisticated investment strategies and creating ...

Unified app strategies refer to the approach of integrating various platforms and tools to create a cohesive and consistent user experience across multiple devices and touchpoints. This means ensuring ...

But there are drawbacks with unified platforms as well. I like to call these unified security platforms "sellers' platforms." Why? Because adopting these platforms can be a one-way street—if you ...

Longevity and Global Equity Model Portfolios are now available on the UBS Financial Services Inc. (“UBS”) separately managed account platform. The Siegel-WisdomTree model collaboration with ...

Like a concierge service for your cash, savings platforms are websites that work with a selected number of banks and building societies and help source savings accounts for you. This means you're ...

A federal judge has dismissed — for the second time — a suit that argued the default managed account option was no better than a target-date fund. In the suit, participant-plaintiff Debra Hanigan ...

Check out our featured share dealing account picks for some of the top-rated trading platforms in the UK and start buying shares today. When investing, your capital is at risk. The value of your ...

Abu Dhabi Investment Authority will become a shareholder in managed account services platform Innocap Investment Management, in an agreement that will eventually increase its stake to 10% and give ...

Kevin has been writing and creating personal finance and travel content for over six years. He is the founder of the award-winning blog, Family Money Adventure, and host of the Family Money ...