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 ...

As the technology landscape evolves at an unprecedented pace, we've entered an era where agility isn't optional—it's essential. This underscores the critical need for businesses to reassess and future ...

Cut the clutter and streamline your tech — this is the new catchphrase for security, productivity and long-term IT success. Simplify your tech stack to boost efficiency, reduce costs and enhance ...

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 ...

Software was one the five key areas of change Volvo Cars unveiled in its Capital Days presentation in November 2024. The company’s plan for navigating an ever-changing world is to move from being a ...

With AI's accelerated presence in wealthtech over the last few years, building a modern, effective and sustainable tech stack can feel overwhelming for advisory firms. But that doesn't have to be the ...

Barbara Puszkiewicz-Cimino is a digital marketing and MarTech strategist with a passion for leveraging technology to drive business growth. Let’s face it: Marketing in today’s world, the one that ...