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 ...

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 ...

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 ...

Morgan Bell of Constellation Wealth Capital outlines how RIAs can design a tech stack that drives both operational efficiency and deep client connection. She emphasizes aligning technology choices ...

In this custom episode in partnership with Capital One, you will hear how your company can build a tech stack that serves as the foundation for building innovative customer experiences at scale.

As the technology landscape evolves at an unprecedented pace, we've entered an era where agility isn't optional—it's essential. This underscores the critical need for businesses to reassess and future ...

The last few years have seen an explosion in tech options for those in real estate and mortgage. Experts in this session will show you how to cut through the noise to build a tech stack that makes ...

We live in a subscription-based economy. We pay for Netflix, Spotify and Amazon Prime without a second thought. Giving to a cause we care about should be just as effortless and instant. But how do we ...

Customers move between locations and experiences fluidly. A different combination of systems drives each of these. There is no one monolith for digital experience (DX) because no single system can ...

A minimum viable tech stack does not mean a bad tech stack, and it certainly doesn't mean that it can't be leveraged strategically. An accounting firm running a bare bones operation with only that ...

In-house technology solutions could be the next frontier for the restaurant industry. This quarter, several major public restaurant chains mentioned investing in proprietary technology during earnings ...