Accounting firms are getting tired of switching between applications that don't integrate, so more than a third have already standardized their tech stacks for both staff and clients. Processing ...

From chat platforms and email to intranets and mobile apps, today’s workplace tools offer endless ways to connect. However, without clarity and structure, they can just as easily overwhelm employees.

Interoperability is intimidating. Creating a digital architecture where systems and services work together smoothly is technically complex. Organizationally, there can also be disconnects between IT ...

Artificial intelligence in advisor tech is about to get very interesting. Several years after the AI tech boom, I believe we can lay to rest the fears that these tools will replace human financial ...