Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

Managing client portfolios can be complex and time-consuming for advisory firms. But with the right tools, you can handle and monitor client assets more efficiently. Enter portfolio management ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

CHICAGO--(BUSINESS WIRE)--Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, recently achieved very high client satisfaction ...

Bob Veres and Joel Bruckenstein discuss the results of the T3/Inside Information software survey at the T3 Conference in Las Vegas on Jan. 23, 2024. Based on responses from 2,917 "members of the ...

Our goal at Forbes Advisor is to equip businesses with the knowledge they need to grow their businesses. To do so, we work to simplify complex business topics, such as business accounting and its ...

In today’s financial markets, speed greatly impacts success. Even a millisecond can separate profit from loss. This is where HFT trading software steps in. This software is built to execute thousands ...

Discussions around artificial intelligence were front and center at this year’s T3 Technology Conference. Held in Las Vegas in January and celebrating 20 years, the conference was a spectacular ...

When advisors successfully pair traditional relationship marketing efforts with new avenues of digital communication, it results in better prospects, loyal clients, and increased AUM. Consider the ...

Erik Jepson has joined Walnut Creek, Calif.-based Advisor Software as chief customer officer. In his new role, Jepson will be responsible for the company's customer-facing operations, including sales, ...

SAN FRANCISCO--(BUSINESS WIRE)--Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, ...