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Building your RIA tech stack: tips, strategies, and best practice - InvestmentNews
InvestmentNews· 18 hours agoIn some cases, your RIA’s tech stack can even spell the difference between finding and keeping new...
Q4 Rundown: BlackLine (NASDAQ:BL) Vs Other Finance and HR Software Stocks
StockStory via Yahoo Finance· 17 hours agoLet's dig into the relative performance of BlackLine (NASDAQ:BL) and its peers as we unravel the...
Risk analytics software: should your RIA firm have one? - InvestmentNews
InvestmentNews· 1 day agoRisk analytics software and the finance industry’s need for it came up during the rise of Big Data. This brought about enhanced computing and advanced analytics capabilities ...
Advice | Keep these 10 financial documents forever. Scan and shred the rest.
Washington Post· 15 hours agoAre your financial documents stuffed in a closet, files, shopping bags or stacked up on the floor?...
The Externship, the only online training program focused on a career in financial planning, opens...
FOX 4 Kansas City· 4 days agoNow in its fifth year, The Externship offers an 8-week virtual curriculum designed to help college students, new advisors and career changers succeed in the financial planning ...
Visit Indy sells software platform to Pennsylvania firm - Indianapolis Business Journal
Indianapolis Business Journal· 19 hours agoVisit Indy has sold its proprietary customer relationship management software platform, Jupiter, to...
Nvidia Led The First AI Stocks Wave. These Data Players Are Targeting The Next One.
Investor's Business Daily· 14 hours ago"Rates remain high, (and) the macro narrative is dictating the mood of the market," Tejas Dessai, a...
Earnings call: Liberty Energy reports robust Q1 results, plans for growth By Investing.com
Investing.com· 10 hours agoLiberty Energy (ticker: LBRT) has reported strong financial performance in the first quarter of...
Pinterest (PINS) Registers a Bigger Fall Than the Market: Important Facts to Note
Zacks via Yahoo Finance· 4 hours agoThe PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the...
The best RIA account management software tools - InvestmentNews
InvestmentNews· 1 day agoWith the many account management software tools on the market, which should you choose for your RIA?...