Legacy and outdated technologies are hampering flexibility and are becoming more difficult to support as key resources exit ...

Capelle then co-founded Modern Wealth Management in 2023, where he is "responsible for overseeing the implementation of the firm's tech stack, ensuring all technology benefits the advisor and ...

Kerry W. Kirby, has released his latest podcast; Finding Balance in Choosing The Right Tech Stack for Your Multifamily Portfolio. In today's fast-moving digital landscape, technology should be a ...