Technology

Sure, you know how to keep track of your finances. But your clients? How about a tool that tells them if lunch at Chipotle is going to break the budget—right when they pay. Sure, there are apps that keep track of spending. But Moven (www...

Self-Described “data scientists," Quovo’s (www.quovo.com) co-founders Lowell Putnam and Niko Karvounis explain how their firm is aggressively using data to make financial advisers smarter at their jobs. Putnam: “Advisors are sitting next to a hu...

Software and internet resources for trusts and estates practitioners

Fast Company magazine has released its list of the most innovative companies in a variety of industries, with the likes of Motif, Riskalyze, Addepar, Charles Schwab and Learnvest among the top 10 in personal finance. According to the magazine...

All those bits, bytes, notes and posts have valuable details that can help you grow your firm—and be a better communicator

Selling to a private equity firm was not the only option the executives at NorthStar Financial Services Group were considering when two of its owners, Michael Miola and Lana Clarke, wanted to sell their shares and retire. NorthStar, the holding c...

By now, everyone in the financial industry should at least aware of the growing threat from hackers, but many are still in the dark about what their firms can actually do. Smaller firms can’t afford an entire IT team, and even a massive cybersecu...

Clients won’t compare your technology to your competitors. They’ll compare it to Amazon and Apple. The smoothest, most useful and intuitive online experience wins.

Regulators' cybersecurity sweeps find that firms are suffering breaches, but prevention methods and insurance are widely adopted.