Savvy Wealth Debuts AI Platform Empowering Financial Advisors
Savvy Intelligence gives Savvy Wealth advisors a continuously updated view of each household's investments, taxes and other finances.
Marvin EvansApril 22, 2026
Category
Savvy Intelligence gives Savvy Wealth advisors a continuously updated view of each household's investments, taxes and other finances.
Marvin EvansApril 22, 2026
Sequence-of-returns risk means a downturn early in retirement does lasting damage. Strategies retirees use to protect their portfolios.
Marvin EvansApril 22, 2026
Stablecore is now the preferred technology provider for Maine Bankers Association members that want to offer stablecoin and digital asset services.
Marvin EvansApril 22, 2026
A ResumeCoach analysis found the same few words on millions of resumes. Three overused terms to cut so your application stands out.
Marvin EvansApril 22, 2026
Comply Exchange argues tax form collection is riskier than finance teams assume, with gaps in the workflow creating real exposure.
Marvin EvansApril 22, 2026
Refinancing usually costs 3% to 6% of the loan, or $4,500 to $9,000 on a $150,000 mortgage. What the fees cover and how to lower them.
Marvin EvansApril 22, 2026
Brazilian insurers have moved from expert judgment to data-driven pricing, and the next step is finding where their current rates miss the risk.
Marvin EvansApril 22, 2026
Slow travel, staying longer in fewer places, helps retirees cut spending on flights, lodging and tours without giving up the trip.
Marvin EvansApril 22, 2026
Earnix Elevate Data aims to cut the slow, manual data preparation that delays pricing and underwriting decisions at insurers and banks.
Marvin EvansApril 22, 2026
Just as the App Store turned the iPhone into a platform, checkout is becoming the point where merchants add value beyond simple card acceptance.
Marvin EvansApril 22, 2026
Silver is cheaper than gold, has wide industrial uses and has outpaced gold this year. Why some investors are adding it.
Marvin EvansApril 22, 2026
1Cover, one of Australia's early online travel insurers, is rebuilding its payments across Australia and New Zealand on Adyen's platform.
Marvin EvansApril 22, 2026