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 ...

The AICPA and its volunteer committees and the AICPA Virtual Currency and Digital Assets Tax Task Force members are hearing questions from members about messages taxpayers have received from their ...

ST. LOUIS--(BUSINESS WIRE)--Global Vision Technologies (GVT), a leading provider of human services software and the creators of FAMCare Rapid Case Management Software has released a powerful module ...

In his decades-long career in tech journalism, Dennis has written about nearly every type of hardware and software. He was a founding editor of Ziff Davis’ Computer Select in the 1990s, senior ...

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 ...