Some tax software can also connect to your investment accounts ... portfolio management and educational materials. This helps you decide the platform that best fits your needs.

Cathie Wood is the founder of Ark Investment Management, which operates several tech-focused exchange-traded funds. Wood ...

There’s also platforms that can help connect you to the best advisor for your needs ... personalized help with planning as well as investment management. Schwab offers a robo-advisor with ...

In today’s fast-paced real estate market, landlords and property managers are constantly seeking ways to streamline ...