Now in its seventh year, CNBC's Financial Advisor 100 list recognizes the best financial advisors and top firms. For 2025, CNBC's top-ranked firm is Parsons Capital Management, based in Providence, ...

When an advisory firm is seeking a tech vendor or vetting an existing one, the most common request is to see its SOC 2 report — a widely used compliance report that shows how that vendor manages ...

Access to reliable financial data is an essential part of an advisory firm’s operations. Accurate information helps you make smart investment decisions, ensure regulatory compliance, and fulfill your ...

New AI-driven capabilities apply data science across the full lead lifecycle – from enrichment and scoring to routing, feedback and advisor enablement The latest enhancement ensures AI is embedded end ...

Managing client portfolios can be complex and time-consuming for advisory firms. But with the right tools, you can handle and monitor client assets more efficiently. Enter portfolio management ...