When we were launching this firm, we wanted to identify an initial platform acquisition, or operating firm, that out of the gate was aligned with our service offering and had bones that we could build ...

We take pride in our financial planning work. It’s a big selling point for clients to hire us. It’s not just about investment management and telling people how their investments are allocated and what ...

Artificial intelligence in advisor tech is about to get very interesting. Several years after the AI tech boom, I believe we can lay to rest the fears that these tools will replace human financial ...

A minimum viable tech stack does not mean a bad tech stack, and it certainly doesn't mean that it can't be leveraged strategically. An accounting firm running a bare bones operation with only that ...

Modernizing the technology stack to meet the needs of today’s fast-paced business environment is becoming imperative. Legacy and outdated technologies are hampering flexibility and are becoming more ...