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 ...

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 ...

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 ...

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 ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

“I am not comfortable telling you my family’s history of mental health conditions, it’s embarrassing.” Though unsurprised by this statement, I was stunned by its disclosure. Actually, I was pleased, ...