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 ...

If the last decade was about Digital India, the next must be about Decisive India. Data can illuminate, but only decisions ...

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 ...

A good audit takes stock of your current software, your workflows, and your goals, shining a light on the blind spots. Every contractor understands the importance of having a full, robust set of tools ...

Barbara Puszkiewicz-Cimino is a digital marketing and MarTech strategist with a passion for leveraging technology to drive business growth. Let’s face it: Marketing in today’s world, the one that ...