Welcome to "Show Me Your Stack," a series from Financial Planning in which we catch up with those delivering financial advice to see what tools they rely on to make it happen. Rising client ...
Finding “the perfect fit” in a software platform or hardware setup can play a huge role in helping a business streamline processes, boost productivity, keep team members on the same page, and better ...
Anders Jones, CEO and co-founder of Facet. While today, Anders Jones is the CEO and co-founder of Facet, a flat-fee RIA with around $4 billion in assets under management, he didn't start in the wealth ...
When a company experiences rapid growth, its IT leaders face the critical challenge of scaling operations without compromising the levels of efficiency, security and innovation they’ve already ...
In the Emmy-award winning TV series “The Bear,” one of the characters, Richie, interns at a Michelin three-star restaurant in Chicago. The 45-year-old spends a week polishing forks before he’s invited ...
The top leaders in AI have very lofty expectations for the future of artificial intelligence. “By 2026 or 2027, we will have AI systems that are broadly better than almost all humans at almost all ...
Zena Assaad does not work for, consult, own shares in or receive funding from any company or organization that would benefit from this article, and has disclosed no relevant affiliations beyond their ...