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When MyCase launched, it called itself “social” practice management software, because of the way it is designed from the ground up to facilitate secure communication between lawyers and clients. Communication remains a primary focus even...

For the last couple of years an important shift has been transforming the workplace; the consumerisation of enterprise technology. Historically, investments in enterprise tools were made on the basis of technology first, users second. However, having...

On today’s broadcast, Wells Fargo announces a partnership with SigFig, Cetera’s computers systems suffer a two-day outage, lessons from a hack at Lincoln Financial, and more. So get ready, FPPad Bits and Bytes begins now! (WatchFPPad Bits and Bytes...

Grant Thornton is collaborative, entrepreneurial and on the move. As part of a dynamic global organization of 30,000 people serving clients in more than 100 countries, we have the agility and focus it takes to be a leader. CLIENT PORTAL MANAGER Grant...

Editor’s Note: This blog post comes to us from XY Planning Network co-founder Alan Moore. When I launched my RIA in 2012, I was completely overwhelmed by the prospect of being a solo firm owner. I went from being a junior planner, only responsible for...