Jon Seif of Perigon Wealth Management discusses why the firm seeks vendors who will partner with them rather than focus on the “next individual feature.” ...

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 ...

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 ...

EX.CO, the smarter video technology driven by real-time machine learning to maximize revenue across every screen, today announced it has been named a winner in ADWEEK's 2026 Tech Stack Awards, in the ...

Ribeye’s Ed McLoughlin: AI’s greatest impact for advertising will be its ability to redesign workflows, centralize visibility and create a shared foundation for data and decision-making. The post What ...

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 ...

Nvidia recently hosted the “Superbowl of AI” at its GTC Conference in San Jose. After the event, Nvidia’s CEO, Jensen Huang, participated in multiple interviews and podcasts where he explains that ...

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 ...

MomentiveIQ Connections launches with the following capabilities: Out-of-the-Box Integrations: pre-built connections between Momentive products and commonly used third-party systems that admins can ...