The start of a new year brings a fresh opportunity to take stock of what’s working and what’s not – especially when it comes to your legal tech stack. With technology playing a critical role in ...

We’ve built an end-to-end technology stack from scratch, one piece at a time. We started as a very small RIA with two advisor teams in one office location. Since then, we’ve grown to 20 advisor teams ...

Legal teams are constantly being asked to do more with less — but what exactly does achieving “more” mean, and what does using “less” really look like? According to a recent survey, 72% of GCs believe ...

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 ...

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 ...

Sales is the most complicated—and mission-critical—business process. After all, what’s more important to a company’s long-term success than predictable, sustainable revenue growth? And yet revenue ...

When we were launching this firm, we wanted to identify an initial platform acquisition, or operating firm, that out of the gate was aligned with our service offering and had bones that we could build ...

It’s a challenging commercial landscape for B2B marketers today. The end of cheap money from insatiable investors and the cooling of post-pandemic hyper-growth means the focus has shifted. Growth at ...