Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

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 ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

To check the contents of 'x-client-data', actually start Chrome and display the Google top screen and check the header of the HTTP request, there is certainly an item called 'x-client-data' . There is ...

Across industries, and particularly in professional services, it’s becoming increasingly important to shift toward a client-centric approach. In fact, I believe relationships should be central to your ...

This week, the web and browser development community voiced concerns over “X-Client-Data,” an alleged “tracking ID” sent by Chrome to all Google sites. Google has denied the tracking allegation and ...