Technology is a cornerstone of the modern family office. As family office demands for sophistication, digitization and data interpretation increase exponentially; technology will play an increasingly ...

Sallie Krawcheck, co-founder and chief executive officer of Ellevest is just one of the women leading the wealth space with tech-enabled solutions. As the world braces for one of the largest ...

If you’re an operations leader, you’ve likely heard the promise of seamless technology integration. The refrain from technology vendors is familiar: “Our system is integratable with your tech stack!” ...

Michael Kelly, the founder of fee-only registered investment adviser Switchback Financial, starts each day logging into his client relationship management software, where he keeps his client notes, ...

Microsoft’s Copilot Pro brings the generative AI chatbot to Office for everyone. But is it worth the monthly subscription fee? Microsoft’s $20-per-month Copilot Pro subscription gives you access to ...

Rebecca Torchia is a web editor for EdTech: Focus on K–12. Previously, she has produced podcasts and written for several publications in Maryland, Washington, D.C., and her hometown of Pittsburgh.