Omar El Bahr is the communication officer at nandbox, he's on a quest to enable everyone to build a mobile app for affordable prices. Digital communication is quickly becoming the norm in the business ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

Amy Young, formerly of Microsoft, speaks on Tuesday, Oct. 28, at the ADVISE AI conference at the Wynn Las Vegas. Now, agentic AI can take on multiple layers of complexity, not just to perform a single ...

In an era where customer expectations are higher than ever, integrating artificial intelligence (AI) into client relationships has become a game-changer. AI can significantly enhance client ...

Women face particular challenges when it comes to navigating the world of financial planning and investing with confidence, whether caused by behaviors more common to them or the way the wealth ...

Feel like you don’t know how to set yourself apart and go high-end? Here’s a three-step process you can use to get exceptional results. 1. Elevate the quality of clients you attract 2. Value your ...