H&R Block HRB Q2 2026 earnings call recap: reaffirmed guidance, AI-driven tax prep strategy, Wave growth, and tax law impacts.

Channing Olson, of Wealthspire, Joe Di Vito, of the Di Vito Consulting Group at RBC Wealth Management, and Lauren Williams, ...

Three-Part Guide The three-part guide, developed by FSI’s AI Task Force, discusses the ways advisors will and won’t be able to use the tools and provides a framework for deciding. It also calls for ...

Q4 2025 earnings call recap: beats, AI-driven transformation, AskGartner impact, 2026 guidance & CV outlook amid ...

Longbridge Financial introduces AI voice agents for reverse mortgage servicing, expanding 24-7 support and streamlining ...

Novus Consulting has acquired Magnum Forge, an upstream systems integrator with deep expertise across Land, AFE, ...

Reaching our 25th state is a proud moment for Call It Closed, and Wisconsin is the perfect market to mark this milestone.” — Chad Osborne, Co-Founder and CEO MILWAUKEE, WI, UNITED STATES, January 23, ...

Routeware has served the waste industry since 2020. But with new leadership comes an opportunity to refocus on the ...

The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

Family-Owned Builder Identifies Key Design and Construction Preferences Shaping North Central Washington Residential ...

As AI becomes embedded in finance operations, especially through agentic systems that act on behalf of organizations, the ...

Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should ...