From chat platforms and email to intranets and mobile apps, today’s workplace tools offer endless ways to connect. However, without clarity and structure, they can just as easily overwhelm employees.

Julia Valentine is a technology expert, entrepreneur and investor. She is the founder of AlphaMille and a board member of the Apple Bank. Over the next 25 years, an unparalleled transfer of wealth ...

Building an effective RIA tech stack isn’t about collecting the newest software. It’s about picking the right tools that work together to streamline workflows, so your firm can focus on client service ...