This weekend, Costco’s assistant vice-president of retail media, Mark Williamson, walked into a major retail industry event ...

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 ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. In a world with ...

Identifying and selecting the right combination of technology tools and platforms can significantly enhance a business’s operational efficiency, its ability to scale and its overall competitiveness in ...

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 ...

Building an effective RIA tech stack isn’t about collecting the newest software. It’s about picking the right tools that work together to streamline workflows, so your firm can focus on client service ...

This doesn’t necessarily mean that the tools you’re using are worthless. Maximizing your tech for the future can go a long way in enhancing future results. But if you’re unwilling to go on the offense ...

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 ...

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 ...

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 ...