Mike Capelle

Customers are switching to mobile for financial services — and firms committed to creating their own platforms are setting the pace.

It’s important for all advice firms to have an information security strategy in place that safeguards company and client data wherever it resides.

Consider your firm's capability and budget before deciding which tech route to take.

A focus on costs obscures any analysis of the benefits that new tools bring to one's practice.

United Capital’s Mike Capelle on the principles that guided the formation of the firm.

United Capital’s Mike Capelle on the principles that guided the formation of the firm.

In contrast to the predictions of an overthrow by robos, technology may save the relevance of some advisers.

Companies need to be able to pivot, and tech infrastructure can't be a hindrance.

Launching a client portal isn’t easy. There are several big choices to make first, including a few crucial business strategy considerations.

Driving the adoption of data aggregation is the efficiency in automating the process of creating a complete, inclusive, holistic view of a client’s total financial position.