Also, Nepsis named Amanda Butler its first CTO and Hearsay’s annual social media study found original content rules, even as overall audience engagement dropped.
Timothy Admire, president and CEO of Willow Creek Wealth Management, discusses maximizing the capabilities of the technology his $1.7 billion AUM firm is already paying for.
Also, a new F2 Strategy study suggests firms must be responsive to digitally native affluent millennial clients to keep their business and MyVest expands tax-aware portfolio transitions for its Strategic Portfolio...