Julia Valentine is a technology expert, entrepreneur and investor. She is the founder of AlphaMille and a board member of the Apple Bank. Over the next 25 years, an unparalleled transfer of wealth ...

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The biggest complaint of those advisors surveyed: Bad data is slowing them down and eroding client trust. One way to keep top talent and attract next-gen advisors is to employ a technology stack ...

Microsoft Fabric is an end-to-end suite of cloud-based tools for data analytics, encompassing data movement, data storage, data engineering, data integration, data science, real-time analytics ...

Advisory firms are beginning to question whether there's too much tech in their tech stack. Studies reveal that some advisor tools have very low usage rates, inadvertently creating tech debt for ...

A tech stack is made up of two elements: software and hardware. Cloud is arguably a third element, but the research report focuses on workplace technology rather than infrastructure.

You can never see your tech stack as a “one and done” setup. Your business will grow and its technology needs will change. A current SaaS provider might raise its prices or go out of business.

Three-quarters (74%) of the survey's respondents claimed that their tech stack significantly influences their professional identity, with one in five (19.5%) going as far as saying it defines them.

When building your RIA’s tech stack, it helps to follow the industry standard of choosing the appropriate CRM, financial planning platform, and portfolio management software.

When choosing a finance tech stack, keep in mind that it should ultimately enable you to lead your company with more robust fundamentals, higher productivity, and more control over your bottom line.