Mike Capelle, co-CEO and co-founder of Modern Wealth, discusses how the firm is building a flexible technology stack that ...

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 ...

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 Legacy and outdated technologies are hampering flexibility and are becoming more ...

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 ...

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 ...

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 ...

Generative AI is transforming the technology landscape, introducing new large language models (LLMs), development tools and a range of new or enhanced applications. As adoption grows, organizations ...

A practical guide to the ideal enterprise MarTech stack, covering key layers, must have tools, and CMO principles to simplify ...