Shannon Rosic and Davis Janowski explore how AI notetakers changed advisor workflows and predict 2026 wealthtech trends in ...

I’m a CPA. I launched my firm in 2010. I always wanted to add financial planning and wealth management when the timing was right. We’ve expanded tremendously since then. We started out with about $4 ...

The financial services industry is undergoing a dramatic transformation, compelling financial advisors to rethink how they manage client relationships, integrate technology, and deliver value. At the ...

More AI integration — but with better governance — and slimmer tech stacks are top of mind for experts in accounting ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

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 ...

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 ...

This is the ninth installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Growing your firm's client base can be a wonderful thing, but it can also be accompanied by another, less optimal kind of growth: an ever-expanding tech stack. An overly large tech stack has some ...

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 ...