Every other week for more than six months, we've been bringing you Show Me Your Stack, a series in which financial professionals tell us about the tools they rely on — as well as those they've ...

This doesn’t necessarily mean that the tools you’re using are worthless. Maximizing your tech for the future can go a long way in enhancing future results. But if you’re unwilling to go on the offense ...

AI’s “tech stack” is composed of infrastructure, intelligence, and agents with each layer playing a different role in the AI ...

AI is driving a full-stack infrastructure boom, reshaping energy, chips, cloud, and software—creating broad, distributed ...

We need to urgently build the extreme heat technology stack. Leaders need to be equipped with the knowledge of the different technology solutions.

Anders Jones, CEO and co-founder of Facet. While today, Anders Jones is the CEO and co-founder of Facet, a flat-fee RIA with around $4 billion in assets under management, he didn't start in the wealth ...

When we were launching this firm, we wanted to identify an initial platform acquisition, or operating firm, that out of the gate was aligned with our service offering and had bones that we could build ...

The financial services industry is undergoing a dramatic transformation, compelling financial advisors to rethink how they manage client relationships, integrate technology, and deliver value. At the ...

OpenAI may be cosying up to ad tech vendors to get its ads business off the ground, but they’re already a means to an end – the real goal is for OpenAI to own the stack itself. The company is ...

Building an effective RIA tech stack isn’t about collecting the newest software. It’s about picking the right tools that work together to streamline workflows, so your firm can focus on client service ...

The ice cream giant tapped Microsoft, SAP and others to lay the groundwork for its departure from Unilever’s IT systems.