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 ...

Over the past decade, the mortgage industry has transformed due to advancements in lending technologies. Digital platforms, integrative services and mobile application tools have made it so that ...

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 ...

Hey advisors! Financial Planning wants to see your stack. In a new recurring series, we're catching up with those delivering financial advice to see what tools they rely on to make it happen. Beyond ...

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

Ever look at your bank account and wonder how you racked up so many $9.99 charges? As a business owner, you might be doing the same thing with software — only with much bigger numbers. Businesses face ...

Welcome to "Show Me Your Stack," a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it happen. Rising client ...

Growing your firm's client base can be a wonderful thing, but it can also be accompanied by another, less optimal kind of growth: an ever-expanding tech stack. An overly large tech stack has some ...

There’s been a boom in merger and acquisition (M&A) activity in the fire and security world over the last decade. Fire protection and security as an industry has proven to be largely recession-proof ...