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Almost 80% of advisors in a survey said their technology wasn’t meeting their needs — and more than half of that group said they are considering switching firms because of it.

Despite decades of corporate talk and experimentation, digitization strategies remain largely piecemeal, unfocused, and ineffective. Is change finally coming?

Chase Birky is a licensed CPA and co-founder of Dark Horse CPAs, a top accounting and tax firm serving small businesses and individuals. Dark Horse is a democratized CPA firm that empowers CPAs at all stages of their career to elevate their practice, scale their book of business, leverage proprietary technology and collaborate with like-minded, progressive CPAs.

There’s a common cultural myth that says people don’t talk about money. I disagree; I think we talk about money all the time. Just not enough about what I describe as “the missing pieces of the money conversation.”

Jacquette M. Timmons, a financial behaviorist, is the president and CEO of Sterling Investment Management in New York City. Follow her on Twitter at @Jacqmtimmons.

The London-based banking giant announced a plan this week to exit the mass-market U.S. retail business and focus on managing the wealth of affluent globe-trotters. But other international banks will provide stiff competition.

Raymond James, LPL, Kestra, the SEC, Dynasty, Janney Montgomery Scott, Mercer Global Advisors, Adasina Social Capital, Fidelity and other quick takes from the week in financial advice.

Account openings on the app doubled in 2020 from a year earlier.

Al Piña is chair and CEO of the Florida Minority Community Reinvestment Coalition

Uncertainty around coming tax changes and the coronavirus pandemic are making it harder for tax pros to plan.