For Ritik Malhotra, founder and CEO of Savvy Wealth, building a tech-backed wealth management software provider wasn't just about building AI tools for the advisor, but also building the tools for ...

From left to right, Kira Frank of Morningstar, Taunya Villicana of Aspirational Wealth Management, Ted Tiger of Tiger Investment Services and Eric Peterson of Peterson Wealth Advisors spoke in a panel ...

Master the technologies that will redefine your practice’s potential. Join us on December 17th for the GrowthTech Summit—a premier webinar designed to empower financial advisors and technology leaders ...

Here are TripAdvisor tips for simplifying the online booking process. June 12, 2013— -- intro: TripAdvisor has been influencing the way people travel for more than a decade with a simple idea: ...

This article originally appeared in the August issue of AGENTatHOME magazine. Subscribe here to receive your free copy each month. Open mic is a new AGENTatHOME series focusing on gathering advice ...