Before I worked at a tech company, and before founding and selling another, I was a buyer of technology. As VP of Finance and...
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Since joining interVal and re-engaging with the accounting world after a decade in marketing, I’ve been disheartened to learn...
The recent Federal Reserve rate cut has sparked significant discussion in financial circles, particularly concerning its impact...
The next 90 days will arguably determine the success of your firm for the next year.
This is the time to implement changes and...
Wealth management is evolving rapidly. With the rise of automation, artificial intelligence (AI), and fintech platforms,...
“We know that business owners ultimately care about one thing: wealth creation” - Trevor Greenway.Why do people become...
interVal, a leading provider of software that empowers Accounting Firms and Financial Institutions with automated insights for...
As seen in WealthManagement.com: 2024 Mid-Year Outlook
Since the introduction of fee-only and AUM-based pricing in the 1980s,...
With the greatest wealth transfer in history happening, it is vital that any professional advisor looking to grow their book of...