Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...

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 ...

Accounting firms rely on their clients for revenue. In a similar respect, clients rely on these firms for their services. While the relationship is mainly transactional, it's not always easy to manage ...

The Internal & Client Service Applications (ICSA) Engineering group is responsible for creating the systems that Bloomberg uses to run the company. They interact with literally every department in the ...

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

To cater to consultants’ unique needs, we’ve curated a list of six top accounting solutions for both solo consultants and consulting firms. FreshBooks: Accounting Built for Consultants Professional ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.