The financial services industry is undergoing a dramatic transformation, compelling financial advisors to rethink how they manage client relationships, integrate technology, and deliver value. At the ...

Identifying and selecting the right combination of technology tools and platforms can significantly enhance a business’s operational efficiency, its ability to scale and its overall competitiveness in ...

Building an effective RIA tech stack isn’t about collecting the newest software. It’s about picking the right tools that work together to streamline workflows, so your firm can focus on client service ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. In a world with ...

It’s not just what software you use—it’s how it all works together. In today’s M&A market, your tech decisions are capital decisions. And yes, that Salesforce subscription you barely log into might ...

The digital entertainment industry is no longer just about the “games”; it is a high-stakes arms race in software ...

Choose the right tools for your financial advisor tech stack Benefits of a strong financial advisor tech stack How to build an effective financial advisor tech stack Building an effective financial ...

Technology thought leader Randy Johnston of K2 Enterprises shares how firms should be building and thinking about their arsenal of tech tools. Welcome to On the Air with Accounting Today, I'm ...

This doesn’t necessarily mean that the tools you’re using are worthless. Maximizing your tech for the future can go a long way in enhancing future results. But if you’re unwilling to go on the offense ...

Dave Hecker is CTO at iTechArt, a top-tier custom software development company that builds great products for VC-backed startups. At first glance, it might seem like a fairly straightforward decision: ...