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 ...

Capital One harnessed the power of the cloud years ago, to build resilient, flexible and scalable solutions for its business. This decision is one of several that enables the business to manage high ...

AI in earnings: what CVS, Hilton, Cisco, Shopify, AMAT, Airbnb, Spotify & Marriott reveal about AI strategy, efficiency and growth—read now.

The healthcare industry generates about 30% of the world’s data. However, historically this data has been locked in silos and healthcare organizations have failed to generate real-time operational and ...

With AI's accelerated presence in wealthtech over the last few years, building a modern, effective and sustainable tech stack can feel overwhelming for advisory firms. But that doesn't have to be the ...

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 ...

When we set out to conduct our latest software adoption study at Answering Service Care, we weren’t just looking to compare platforms. We wanted to answer a more revealing question: What does your ...

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 ...

A minimum viable tech stack does not mean a bad tech stack, and it certainly doesn't mean that it can't be leveraged strategically. An accounting firm running a bare bones operation with only that ...

Your sales organization is spending an average of $1,200 per rep annually on sales tools, yet 67% of purchased features go unused. According to Gartner, IT spending is growing 9.3% in 2025, but most C ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. I’m not a multifamily owner. I don’t run properties. But I do spend most of my days in ...