Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

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 ...

Many advisors mistakenly think that managing workplace retirement accounts requires becoming the “representative of record”—or the “plan advisor”—for the entire plan. Others resist citing a litany of ...

London-based creative agency adam&eveDDB promoted several within its account-management leadership ranks. Adam Patel and Fay Taylor have been named joint heads of account management. Jo Lorimer has ...