How can a composable operating model unlock growth? Learn how a composable model enables agility, scale, and smarter decision ...

The start of a new year brings a fresh opportunity to take stock of what’s working and what’s not – especially when it comes to your legal tech stack. With technology playing a critical role in ...

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 ...

Modernizing the technology stack to meet the needs of today’s fast-paced business environment is becoming imperative. Legacy and outdated technologies are hampering flexibility and are becoming more ...

Digital sovereignty is a leadership choice—shaped by architecture decisions, contractual models and platform dependencies.

It’s a challenging commercial landscape for B2B marketers today. The end of cheap money from insatiable investors and the cooling of post-pandemic hyper-growth means the focus has shifted. Growth at ...

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 ...

Welcome to "Show Me Your Stack," a series from Financial Planning in which we catch up with those delivering financial advice to see what tools they rely on to make it happen. Rising client ...

Vib Arya, Shufro Rose’s chief operating officer, said at WealthStack, part of Wealth Management EDGE at The Diplomat Beach Resort in Hollywood Beach, Fla., that he centers the 86-year-old company’s ...

When we were launching this firm, we wanted to identify an initial platform acquisition, or operating firm, that out of the gate was aligned with our service offering and had bones that we could build ...