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Are RIAs failing their clients? - InvestmentNews
InvestmentNews· 5 days agoA recent study has found that registered investment advisors may be failing their clients when it comes to personalization. The report, published by F2...
Retirement Plan Provider 401GO Celebrates $12M Series A | Crowdfund Insider
Crowdfund Insider· 7 days ago401GO, a retirement plan provider for employers, advisors, and individuals, this week announced the...
A look at Schwab's TD migration, 8 months in
InvestmentNews· 17 hours agoIt’s been eight months since Charles Schwab pulled off the biggest data migration the financial advisory world has ever seen, moving $1.3 trillion among...
Willow Creek Wealth Management: Squeezing Maximum Value Out Of Technology
WealthManagement.com· 22 hours agoTimothy Admire, president and CEO of Willow Creek Wealth Management, discusses maximizing the capabilities of the technology his $1.7 billion AUM firm is already paying for.
Earnings call: AppFolio announces strong Q1 2024 financial results By Investing.com
Investing.com· 4 days agoAppFolio, Inc. (NASDAQ:APPF), a leading provider of cloud-based business software solutions,...
Earnings call: AppFolio announces strong Q1 2024 financial results
Investing.com· 5 days agoAppFolio, Inc. (NASDAQ: APPF ), a leading provider of cloud-based business software solutions,...
Council Post: SMBs’ Pain Points In Working With Big Tech (And How To Fix Them)
Forbes· 2 days agoSmall and medium-sized businesses often don’t have in-house technology development teams. While the...
Council Post: The Importance Of SaaS Security Posture Management
Forbes· 4 days agoIt’s the easiest way to provision applications and get productive right away. Ease of adoption has...
ETQ Accelerates Momentum in First Quarter 2024 as Manufacturers Embrace Quality Management to Reduce...
FOX 23 News Albany· 3 days agoETQ, part of Hexagon, today announced that it reached critical milestones in the first quarter of 2024, driven by the addition of key new enterprise customers in the Americas, Europe and Asia ...
Stayntouch Wins “Hotel Solution Of The Year” TravelTech Breakthrough Award
Hospitality Net· 1 day agoStayntouch, a global leader in cloud-based hotel property management systems (PMS) and guest-centric...