Practice management software

Called SMArtY, the firm's free offering is slated to go live this fall with spots on a waitlist available now.

Too high a score can stymie bigger dreams and personal growth on the part of the client, writes Joe Maier.

Unnerving as this COVID-19 year has been, the massive shift to virtual business has propelled planners to work even more efficiently with clients.

Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.

Best-in-class IT management and cybersecurity protection means RIAs must also focus on their base layer — the tech stack.

Technology tools are pitched as time savers, but that’s not how advisors are actually using them.

Many planners are feeling out of touch with modern digital tools. Here are some steps to follow to get back in the game.

The app allows wealthy investors to get quick answers to complex questions, CEO Eric Poirier says.

It’s hard to fight inertia. Very hard.

Without advisor buy-in, scale can't be achieved, the tech executive says.