When we set out to conduct our latest software adoption study at Answering Service Care, we weren’t just looking to compare platforms. We wanted to answer a more revealing question: What does your ...

CTOs and chief architects have often considered the tech stack more of an art than a science, a realm of experience and tribal knowledge. But enterprise architectures are growing increasingly complex ...

It’s not just what software you use—it’s how it all works together. In today’s M&A market, your tech decisions are capital decisions. And yes, that Salesforce subscription you barely log into might ...

As the technology landscape evolves at an unprecedented pace, we've entered an era where agility isn't optional—it's essential. This underscores the critical need for businesses to reassess and future ...

A critical layer of my life stack is sleep. I treat it like a strategic meeting with myself—non-negotiable, protected, and ...

“The best laid schemes of mice and men [often go awry],” wrote the poet Robert Burns in 1785. In other words, even our most carefully crafted plans rarely unfold as expected. Nearly two and a half ...

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 ...

Welcome to "Show Me Your Stack," a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it happen. Rising client ...

Choose the right tools for your financial advisor tech stack Benefits of a strong financial advisor tech stack How to build an effective financial advisor tech stack Building an effective financial ...