When it comes to advisor technology, there are always new tools to add to your practice and help you run your business more efficiently. Some of these platforms or software may be client-facing, ...

If clients spend three to five minutes a day picturing themselves in retirement and writing down how they would feel in retirement, they become 25 percent more likely to boost their savings rate, said ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Deciding to pull the plug on an internally developed client-facing tech tool isn't always an easy decision, law firms and their tech consultants said. Sure, some software and initiatives never gain ...

TIFIN's wealth division this week launched a new offering that aims to personalize the experience of wealth management clients via next-generation tech. Billed as a "first-of-its-kind platform for ...

Wealth managers who are a part of BNY Mellon Wealth Management’s network will receive access to a new client prospecting tool designed to expand initial conversations with investors beyond basic risk ...

At the average age for retirement, 83% of wealth comes from real estate; however, many homeowners don’t consider their home an asset, much less a retirement strategy. In fact, homeowners leave ...

The platform also integrates well with other financial planning tools like eMoney Advisor, Redtail, RightCapital, and Wealthbox. 15 In addition, the platform supports customizable templates, allowing ...

Five years ago, “proptech” was a misunderstood buzzword that no one seemed to know how to define. These days, it is a common phrase in almost every commercial real estate (CRE) professional’s lexicon.

In this article, we will talk about some best free IRC client software for Windows 11/10 computers. Using these software, you can chat with any other IRC client user(s). IRC (Internet Relay Chat) is a ...

Deciding to end an internally developed client tool requires weighing various considerations, some of which have little to do with how the tool is being used. Deciding to pull the plug on an ...