March 2022

Why are more and more advisors choosing independence? The answer is simple: The Registered Investment Advisor ("RIA") model has become more than a place to break free from tradition. Custodians and platform providers work together to help pos…

The COVID-19 crisis has kept our industry on its toes, pushing firms and clients to find new ways to communicate and collaborate in spite of new difficulties. If anything, it has underscored how important it is to use technology to your benefit.  …

Automation is everywhere. It should be in your accounting department, too.  Learn how to shave weeks off your month end close by harnessing the power of automation in just 1 minute. A crystal clear close is just a click away! Request Free!

In this FREE guide, you will discover how to… Save valuable time and money by automating your month-end tasks and implementing our system with minimal business disruption. Support your team through insightful reporting, electronic task m…

As the world emerges from the pandemic, this is a critical inflection point for contingency fee law firms; they can either catch the wave and position themselves to be better off than they were pre-pandemic, or watch as other firms step up and eat thei…

If attorneys are unaware of how software developers are using open-source software (OSS) at their company, they may be leaving the organization open to legal, reputational, and transaction-related risk. However, if the legal department imposes rules…