Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

Discover how billing software for lawyers helps Canadian firms streamline time tracking, trust accounting, invoicing, and ...

Keeping track of the time is an integral component of project management. Time tracking helps to streamline business processes and boost team efficiency. Fortunately, you don’t have to manually track ...