Every other week for more than six months, we've been bringing you Show Me Your Stack, a series in which financial professionals tell us about the tools they rely on — as well as those they've ...

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 ...

Welcome to "Show Me Your Stack," a series from Financial Planning in which we catch up with those delivering financial advice to see what tools they rely on to make it happen. Rising client ...

CB Insights has noted in a recent research report that the insurance industry is consolidating, and agencies need a proper ...

Building an effective RIA tech stack isn’t about collecting the newest software. It’s about picking the right tools that work together to streamline workflows, so your firm can focus on client service ...

Insurance tech major InsuranceDekho has raised $70 Mn (around INR 611 Cr) in an undisclosed funding round co-led by existing investors, including Beams Fintech Fund, Mitsubishi UFJ Financial Group ...

NEW YORK - AUGUST 9: A sign on the office building of New York Life Insurance Company is seen August 9, 2002 in New York City. Protesters claim the company benefited from slave labor and wants ...

National Partners Adds Input 1's Technology Stack to their Roster to Streamline Operations for Insurance Agents and Carriers PR Newswire DENVER, Dec. 5, 2024 ...

Cut the clutter and streamline your tech — this is the new catchphrase for security, productivity and long-term IT success. Simplify your tech stack to boost efficiency, reduce costs and enhance ...

As global insurance technology, also called insurtech, funding in Q1 2024 dropped to its lowest level since 2020, the space has seen an uptick in generalist investors asking whether insurance ...