Freelancer man working on laptop while sitting at a desk at home. Being a freelancer comes with a unique set of challenges, one of the most universal challenges being that we are strapped for time.

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 ...

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 ...

Modernizing the technology stack to meet the needs of today’s fast-paced business environment is becoming imperative. Legacy and outdated technologies are hampering flexibility and are becoming more ...

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More CTOs and chief architects have often considered the tech stack more of an ...

We have all heard it before: running a business involves juggling multiple tasks, but still so many pros are not using the right tech to make it all easier. Take it from us—automating your business ...

Anders Jones, CEO and co-founder of Facet. While today, Anders Jones is the CEO and co-founder of Facet, a flat-fee RIA with around $4 billion in assets under management, he didn't start in the wealth ...

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 ...

Learning about Fisher Investments’ minority stake sale for $3 billion in June left virtually every wealth management industry observer both incredulous at Fisher’s good fortune and also envious at ...

Was 2024 the year of the restaurant tech stack makeover? Every calendar year, almost every major restaurant operator announces a technology investment of some kind, whether it’s a loyalty program ...