Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

In the era of rapid AI advancements, expanding cloud capabilities and the growing significance of big data, companies across every industry are making substantial investments in new technologies.

If client system management is an issue, that's a symptom of that problem not being taken seriously (either by IT, or the OS/platform developers not providing adequate tools) - it's not an excuse to ...