Learning about Fisher Investments’ minority stake sale for $3 billion in June left virtually every wealth management industry observer both incredulous at Fisher’s good fortune and also envious at ...

Last month, Motif Investing, a tech-enabled thematic investing platform catering to both registered investment advisors and individuals, announced that it was shutting its doors. The decision shocked ...

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 ...

As a CMO, you don’t have to be able to build or manage every detail of the marketing stack, but there are some key things you need to know. Today, marketing technology is critical to the process of ...

Ravi is SVP of Engineering and CTO at Couchbase, overseeing development and delivery of Couchbase's modern database for enterprise apps. Satya Nadella’s 2015 proclamation that “Every business will be ...

The long-running debate over whether platforms or customer relationship management (CRM) systems should sit at the centre of advisers’ technology stack is intensifying.

Welcome to "Show Me Your Stack," a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it happen. Rising client ...