The consolidation under Logos is a strategic move to better fulfill the movement’s mission. Through the Logos technology ...

Reinvention is part of living a creative life. It allows us to take what we have learned and apply those lessons to our lives by changing the way we operate. In business, it involves developing new ...

We are often contacted by breakaway advisors looking to establish their firms, or by existing RIAs simply looking to upgrade their back-office systems. These advisors press us to name the best CRM, or ...

To reconcile and optimize your technology stack, you’ll need to map out your customers’ use cases and needs across two experience continuums: acquisition and retention. Technology is the great enabler ...

No secret that choosing the right technologies, platforms and programming languages for your upcoming development project can be a real challenge. Based on our experience working with different ...

Composability will be a core pillar of business strategy. By 2023, organizations that have adopted a composable approach will outpace competition by 80% in the speed of new feature implementation, ...

If you’re a managing broker, you’re probably bombarded by sales pitches from vendors anxious to sell you their latest brokerage technology innovation. No doubt it’s a state-of-the-art tool that’s ...

Business leaders today need to seriously look at their organizations, people, processes and procedures, to determine how well their current technology infrastructure is handling this new market ...

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 ...

Dr. Huang's Three Decades of Multinational Executive Leadership Experience at SAP, Dell, and Schneider Electric Positions Him ...