Financial advisors are accelerating a shift toward comprehensive financial planning as they look to stay competitive with digital platforms and meet evolving client expectations. New findings from ...

While school districts are well underway into their new year – and their new budget – many are already planning for the year ahead, and technology remains one of the top priorities schools focus on to ...

Financial planning software developer Planswell is changing its revenue model and will give its planning technology to advisors for free, the firm announced. It will focus instead on driving revenue ...

An IT strategic plan is a document that details the comprehensive technology-enabled business management processes an organization uses to guide operations. It serves as a guide to IT-related decision ...

BELLEVUE, Wash.--(BUSINESS WIRE)--Vanilla, the leading provider of estate planning technology for advisors, today announced Vanilla Scenarios™ Advanced Planning, the next evolution of its all-in-one ...

Unfortunately, not every hospital wing or technology system can remain operational 24/7/365. Software systems need updating, construction projects occur in operating rooms and patient areas, new ...

As the financial advisory world expands to include more services and areas of expertise, customer expectations are expanding as well. But when it comes to estate planning, advisors are often falling ...

From left to right, Mary Ellen Egan of American Banker, Sindhu Joseph of CogniCor, Claudia Cypher Kane of Raymond James Financial Services and Stacy Francis of Francis Financial spoke in a session at ...

Risk is inherent in every aspect of law enforcement, and technology is no different. As more agencies rely on technology, there will be problems: system failures, lines down, power disruption, or ...

Open and inviting are not the first words used to describe public safety facilities. Yet, of the many services public safety buildings provide, one of the most visible in the community is the lobby ...