The last time I pinch-hit for George B. Moriarty, I sang the praises of our retirement writers and promised to spotlight our tech team next. As a man of my word, I’m happy to tout the accomplishments of tech editor ...

Fintech is driving value for financial advisory firms, but the return on investment doesn’t come to fruition until advisers are spending more of their time building client relationships thanks to their tech stacks automating tedious tasks and connecting data to ...