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 ...

With five years of experience as a writer and editor in the higher education and career development space, Ilana has a passion for creating accessible, relevant content that demystifies the higher-ed ...

A company's software stack is the backbone of its operations, efficiency and ability to compete. However, staying on top of what's new or needed when it comes to the tools you use can be a challenge.

Account reconciliations are crucial for maintaining accurate financial records within an organization. Completed quickly and accurately, it streamlines the period close process, produces cleaner audit ...

Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) has made an impressive turnaround this year. In April, its share price sank as low as ...

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 ...

Every other week for more than six months, we've been bringing you Show Me Your Stack, a series in which financial professionals tell us about the tools they rely on — as well as those they've ...

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 ...

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 ...

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 ...