Remember those geeks in high school with glasses and pocket protectors? They could be your next client. By this year, rank-and-file tech employees are expected to generate $100 billion of new wealth, according to Andy Rachleff, CEO of Wealthfr...
Software for storing and maintaining your client’s information
The new technology platform at SEI Advisor Network, an outsourcer of advisor services, has been a long time in coming—more than seven years, at a cost of $600 million. Now that it’s arrived, SEI is aiming higher. Currently the network...
Insurance Technologies demonstrates best-in-class capability and market leadership through established technology success and customer commitment...
Automated drafting for the Elder Law practitioner