RoadBotics, a startup that’s made its name offering a way to use smartphones to find cracks and potholes in roads, is now offering users the ability to map assets. “We are excited to release a product ...

That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from investments to insurance to taxes and ...

In my last article, I discussed the three kinds of asset performance metrics. Using this knowledge, the next step is to establish your own asset performance management process. While the scale and ...