That was among the findings explored during Michael Kitces' presentation, "Trends in Advisor Technology: The Latest from Kitces Research," at Future Proof in Huntington Beach, California, on Monday.

“Six out of the 10 largest clients of the firm are tech industry companies, and we represent 15 out of the top 20 largest tech companies globally by market (capitalization), including four out of the ...

For tech service companies, an effective onboarding process isn’t just about setting up accounts and briefing new clients on features. From establishing clear communication channels to outlining ...

The 2026 Legalweek Leaders in Tech Law Awards honor those who have made significant contributions to legal innovation from law firms, corporate legal departments and legal tech providers. While many ...