That was among the findings explored during Michael Kitces' presentation, "Trends in Advisor Technology: The Latest from Kitces Research," at Future Proof in Huntington Beach, California, on Monday.

For tech service companies, an effective onboarding process isn’t just about setting up accounts and briefing new clients on features. From establishing clear communication channels to outlining ...

Orla Murphy is co-founder of Seeblue, an ABM agency. She has over 20 years of B2B marketing expertise across the tech sector. Your value proposition is the concise way you articulate the value you ...

“Six out of the 10 largest clients of the firm are tech industry companies, and we represent 15 out of the top 20 largest tech companies globally by market (capitalization), including four out of the ...

Skadden Execs Turned Legal Tech Advisers Talk Navigating Client Tech Demands Harris Tilevitz recently stepped away from his role as Skadden's chief AI and technology officer to advise Harvey. He and ...