With everyday tasks so reliant on technology, advisors were recently asked about how their firms handle technology. As it turns out, if advisors are using outdated or subpar tech, they’re likely to ...

Basic “people skills” are becoming less prevalent in today’s early-career workers, who will be tomorrow’s managers and leaders. The antidote to bad tech is good tech. That line comes from the new ...

Rebuild tech systems to grow efficiently, not just add tools. Ignoring tech debt can cost more than upgrading proactively ever would. About five years ago, our startup hit its first million in revenue ...