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 ...

Zurich Insurance Group has over 55 million customers around the world. The insurer built an AI tool into its agents' workflow to increase customer loyalty. This article is part of "Build IT: ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...