New platform unifies pipeline tracking, quotes, client engagement, and team performance tools in one workspace for $20 ...

Done well, a projection becomes less like a verdict and more like a rehearsal: “If we do X, what happens to Y?” The best ...

RiXtrema Inc., a technology firm focused on the retirement plan and financial adviser space, is joining the artificial intelligence push with an AI-driven 401(k) tool for client lead creation and ...

Remember when Zoom fatigue wasn’t even a thing? The pandemic changed how we work almost overnight. According to Statista, the remote worker rate jumped from 13% in 2020 to 27% just two years later.