Like all modern operating businesses, accounting firms today can't look like those of the past. Clients are expecting change, and so are the employees that engage them. Digital natives make up more of ...

Around three years ago, the president of Creative Capital Wealth Management Group in Phoenixville, Pennsylvania, created the Milestone Clarification Process, a retainer-based financial planning system ...

Next month, I’m looking forward to attending and speaking at the ABA TECHSHOW. One of the sessions will focus on using technology to provide client-friendly legal representation. The expectations of ...

The investment management business is undergoing a dramatic and sustained shift, driven by technological advancements, higher client expectations, and firms’ mandates to control costs. Service ...

Society’s vast reliance on data and technology is shaping the way we live and do business every day. The COVID-19 pandemic has only accelerated progress and adoption of technologies for digital ...

HERNDON, Va.--(BUSINESS WIRE)--Iron Bow Technologies, a leading technology solutions provider to government, commercial, and healthcare markets, today announced it was recognized at the 2022 Dell ...

In 2023, technology trends in business increased, especially regarding enhancing client relationships. More than ever, companies are leveraging new technology to reach customers across multiple ...

As wealth management firms gear up to spend big on technology in 2023, wealthtech solutions focused on a smooth experience and deep insights are poised to get a significant piece of the pie.

Join the discussion as Vickie Lewin, chief growth officer at Amplify, explores the transformative role of technology in wealth management. In this engaging conversation, Vickie showcases how Amplify’s ...

I had the privilege of participating in Dimensional Fund Advisor’s recent Applied Business Strategy Workshop with DFA’s Regional Director, Charles Savari. The opening question Charles posed during our ...