Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

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Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Quicken Business and Personal and FreshBooks are two different platforms that serve distinctly different audiences, despite some overlapping features. Understanding where each excels and where each ...

Previously, project management software was considered more suitable for larger businesses as they had broader and more complex projects and teams to manage. However, it is becoming more apparent that ...

Brynne Conroy writes about small business, women’s money and disability finance issues. Her debut book was an Amazon #1 New Release across multiple categories. In 2022, she won an industry award for ...

While larger enterprises with thousands of employees couldn't possibly maintain HR functionality without the use of modern software, some startups simply don't see the value in utilizing expensive HR ...

Human resource management software is an essential element of every business, regardless of its size. HR software can streamline and simplify HR processes, making it easier to manage employee ...

As a staff writer for Forbes Advisor, SMB, Kristy helps small business owners find the tools they need to keep their businesses running. She uses the experience of managing her own writing and editing ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. Lars Peterson joined Investopedia in 2023 as a senior editor of financial product ...