Data storage

For the past three years, Leslie Norman, chief technology officer for Dynasty Financial Partners, has been working to help build infrastructure to house the data used in the firm's tech stack.

Experts say that while data ownership might at first be time-consuming and costly, the long-term benefits make it an extremely worthwhile investment.

In a day when information is the lifeblood of business, you’re an information fiduciary as well.

FINRA, Morningstar and Nasdaq have already migrated to the cloud. Should RIAs follow?

Investing in technology is an ongoing expense.

Advancements in fintech, new products and a shifting regulatory environment are among industry executives' top concerns.

To protect their practice, advisors should know the answers to several critical questions about how vendors use and safeguard their data.

A scientist's lament: Too often there’s a disconnect between what a firm needs and what analytic tools actually deliver.