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 ...

Sheryl O'Connor is the founder of Hartford-based WealthConductor LLC, which makes financial planning software for investment advisors. PHOTO CONTRIBUTED When planning for retirement, accumulating ...

Organization is key to successful client management. But as you start taking on more clients, it can become more difficult to remember every detail As successful business and career coaches, the ...

Let's be honest, it's hard to get excited about expense tracking software. For employers, the goal is to keep up-to-the-minute financial records; for employees, they just want to upload their receipts ...