Last month, Motif Investing, a tech-enabled thematic investing platform catering to both registered investment advisors and individuals, announced that it was shutting its doors. The decision shocked ...

Learning about Fisher Investments’ minority stake sale for $3 billion in June left virtually every wealth management industry observer both incredulous at Fisher’s good fortune and also envious at ...

Taco John’s, a leading Mexican quick-service restaurant, is accelerating its technology transformation with a modern, cloud-based platform designed to support the brand’s refresh and unify operations.

India, May 10 -- As India moves up steadily towards a $5 trillion economy and aims at $1 trillion digital economy, critical ...

As a CMO, you don’t have to be able to build or manage every detail of the marketing stack, but there are some key things you need to know. Today, marketing technology is critical to the process of ...

Ravi is SVP of Engineering and CTO at Couchbase, overseeing development and delivery of Couchbase's modern database for enterprise apps. Satya Nadella’s 2015 proclamation that “Every business will be ...

If you’re a managing broker, you’re probably bombarded by sales pitches from vendors anxious to sell you their latest brokerage technology innovation. No doubt it’s a state-of-the-art tool that’s ...

Linea Consortium has joined Linux Foundation Decentralized Trust (LFDT) as a premier member and contributed the open-source ...

Choose the right tools for your financial advisor tech stack Benefits of a strong financial advisor tech stack How to build an effective financial advisor tech stack Building an effective financial ...

Julia Valentine is a technology expert, entrepreneur and investor. She is the founder of AlphaMille and a board member of the Apple Bank. Over the next 25 years, an unparalleled transfer of wealth ...

Welcome to "Show Me Your Stack," a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it happen. Rising client ...