Private-equity (PE) cash and consolidator “roll-up” firms have turned UK practice mergers and acquisitions (M&A) into an almost daily occurrence. A ...
Mike Capelle, co-CEO and co-founder of Modern Wealth, discusses how the firm is building a flexible technology stack that ...
Modernizing the technology stack to meet the needs of today’s fast-paced business environment is becoming imperative. Legacy and outdated technologies are hampering flexibility and are becoming more ...
Learning about Fisher Investments’ minority stake sale for $3 billion in June left virtually every wealth management industry observer both incredulous at Fisher’s good fortune and also envious at ...
There’s been a boom in merger and acquisition (M&A) activity in the fire and security world over the last decade. Fire protection and security as an industry has proven to be largely recession-proof ...
Cut the clutter and streamline your tech — this is the new catchphrase for security, productivity and long-term IT success. Simplify your tech stack to boost efficiency, reduce costs and enhance ...
There is nothing more excruciating to a title agency owner than the uncertainty engendered by a chaotic and unpredictable economic environment. Welcome to 2025, where continued economic volatility and ...
Large companies have an average of 80 or more HR tools, according to HR analyst Josh Bersin, and many global companies have twice that. But are they getting the most value out of their tech stack ...
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 ...
With AI's accelerated presence in wealthtech over the last few years, building a modern, effective and sustainable tech stack can feel overwhelming for advisory firms. But that doesn't have to be the ...
Ever look at your bank account and wonder how you racked up so many $9.99 charges? As a business owner, you might be doing the same thing with software — only with much bigger numbers. Businesses face ...
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