Darren Root, chief strategist at Right Networks, offers a new framework for executing on your firm's business model — if you have one. Welcome to On the Air with Accounting Today, I'm editor-in-chief ...

You’ve heard the buzz around Optum’s long range journey of becoming Great at Growth. Join us to learn about the Optimal Client Model and how this 2021 pilot is ...

I had a front row seat at Microsoft to watch the first two application model transitions. Early mainframe and minicomputer systems were monolithic, with data storage, application code, and terminal ...

This may make perfect business sense, but that doesn't mean advisers should throw common sense out the window. Clients don't want to be segmented, and they want to feel like they're being taken care ...

Often, there is a mismatch between how an advisor spends his or her time, and what drives ultimate success for the practice. By embracing technology and model portfolios, advisors can free up more ...

Leading the industry, WisdomTree, Inc. launched its Portfolio Solutions program to better support RIAs and wealth management firms. This program aims to help advisory firms customize client portfolios ...

Call it the revenge of the Windows client — or the revelation of Microsoft’s three new technology pillars. Longhorn, the forthcoming version of Windows, made its first public outing at last week’s ...