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 ...

Firm leaders know that their tech stacks can be more than just overhead or infrastructure — they can be key strategic assets in the firm's overall mission, driving efficiency and growth in ways that ...

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 ...

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 ...

Your sales organization is spending an average of $1,200 per rep annually on sales tools, yet 67% of purchased features go unused. According to Gartner, IT spending is growing 9.3% in 2025, but most C ...

We live in a subscription-based economy. We pay for Netflix, Spotify and Amazon Prime without a second thought. Giving to a cause we care about should be just as effortless and instant. But how do we ...

Julia Valentine is a technology expert, entrepreneur and investor. She is the founder of AlphaMille and a board member of the Apple Bank. Over the next 25 years, an unparalleled transfer of wealth ...

Capital One harnessed the power of the cloud years ago, to build resilient, flexible and scalable solutions for its business. This decision is one of several that enables the business to manage high ...