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

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 ...

Shane Lowry of The Bay Golf Club plays a shot into the massive simulator screen during a TGL match earlier this season against the New York Golf Club at the SoFi Center in Palm Beach Gardens, Florida.

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 ...

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 ...

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 ...

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 ...