WealthStack

Fanning spent 17 years with MassMutual, the third-party technology provider’s largest customer, before retiring last year.

Jeff Casey, president and senior financial advisor at CG Financial Services, uses integrations of various programs to achieve efficiency for the $3.1 billion AUM firm.

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

Mohan Gurupackiam, CIO of $32 billion AUM Steward, shares how evaluating and adopting new technology strengthens the firm.

As advisory firms continue to confront the challenges of technology integration there are steps they can take to help mitigate them.