Advisory firms are beginning to question whether there's too much tech in their tech stack. Studies reveal that some advisor tools have very low usage rates, inadvertently creating tech debt for firms ...

Welcome to "Show Me Your Stack," a series from Financial Planning in which we catch up with those delivering financial advice to see what tools they rely on to make it happen. Rising client ...

Having the right technology can be critical to a registered investment advisor's success. However, knowing what to include in an RIA tech stack may take some thought and planning to ensure you have ...

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 ...

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 ...

As the CTO of a SaaS enterprise that works with global insurance companies, I know that most of them are undergoing tech transformations to various extents. The case for a technology rehaul is strong: ...

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 ...