Flourish announced that it has entered into a definitive agreement to acquire Sora Finance (Sora), an AI-driven liability optimization platform for advisors. The acquisition creates one of the […]
PIEtech’s MoneyGuidePro is excellent financial planning software for advisors doing comprehensive planning with clients that have assets and who typically are not dealing with significant debt […]
New agreement extends private student loan discounts to Amazon Prime Student customers Wells Fargo Education Financial Services, the nation’s largest private student lender amongst U.S. commercial […]