Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Amy Nichol Smith spent more than 20 years working as a journalist for TV and newspapers before transitioning to software and hardware product reviews for consumers and small businesses. She has been ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Mac computers are the standard for some industries, and many professionals prefer using them for work—even when it’s not required. When project management software is optimized for macOS, workflows ...