I have written about the future ready financial advisor and one critical element always comes up in discussions with top advisors and top financial service firms. Who is your ideal client? Today and ...

On Wednesday morning, Vick Gundotra, Engineering VP at Google opened the Google I/O developer's conference in San Francisco. I jotted down a few (ok, a lot of) notes for this and other sessions that I ...

Struggling with MCP authentication? The November 2025 spec just changed everything. CIMD replaces DCR's complexity with a simple URL-based approach—no registration endpoints, no client ID sprawl, ...

In an era defined by rapid digital transformation and intensifying regulatory scrutiny, corporate client onboarding in financial services has emerged as a critical operational challenge. Traditional ...

We asked several industry leaders to speculate on what the wealth management industry will look like in the year 2037. This one is from Joe Duran, CEO and founding partner of United Capital, a ...

In the intricate tapestry of modern business, the realms of Human Resources (HR) and client engagement stand at the brink of a monumental transformation in 2024. With the rapid pace of technological ...

Zeta Global Holdings is a company developing AI-powered CDP and marketing technology platforms for enterprise businesses. The stock has seen significant appreciation in share price, up by over 108% ...

Last week I discussed the future of clouds and what clouds their forecast. This weekend the skies over my head opened up. Maybe this Sunday we should talk about an alternate future. A client-driven ...

There’s a trend toward software as a service (SaaS), with applications moving off the desktop and onto the Web to enable thin computing-or at least a hybrid variant of it. But is this good for the ...