Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Ira Jackson has served as the president of Perfect Image since 1991. He is candid about recent challenges and how the firm has worked to overcome them. “Perfect Image was working on growth strategies ...

Amy Nichol Smith spent more than 20 years working as a journalist for TV and newspapers before transitioning to software and hardware product reviews for consumers and small businesses. She has been ...

Running a small business is hard, especially given that 20% of startups fail in their first year. To avoid failure, you have to consider several factors (including customer satisfaction) that define ...