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

The financial services industry is undergoing a dramatic transformation, compelling financial advisors to rethink how they manage client relationships, integrate technology, and deliver value. At the ...

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 ...

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 ...

It’s not just what software you use—it’s how it all works together. In today’s M&A market, your tech decisions are capital decisions. And yes, that Salesforce subscription you barely log into might ...

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 ...

Morgan Bell of Constellation Wealth Capital outlines how RIAs can design a tech stack that drives both operational efficiency and deep client connection. She emphasizes aligning technology choices ...

As a business owner—whether you’re running a logistics company, an urban mobility startup, a public transport company or a fleet of specialist vehicles in agriculture, construction or waste management ...

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 ...

At CES 2026, Geniatech unveiled its full-stack technological vision, with e-paper displays, edge AI computing, and ARM ...