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Wealth Management Tech Company Docupace Acquires PreciseFP
Sawtelle-based Docupace Technologies acquired PreciseFP, an Alpharetta, Ga.-based wealth data company announced Sept. 30.
Zuckerberg Loses $6 Billion in Hours as Facebook Plunges
A selloff sent the social-media giant’s stock plummeting 4.9% on Monday, adding to a drop of about 15% since mid-September.
Q&A: How Financial Advisors Can Harness Technology
Relying too heavily on technology can create a barrier between advisor and clients. It's hard to build personal relationships through text or email.
Automated Accounting: Connecting the Dots Through Technology
The tax and accounting profession is changing every day due to increased, and continued use and reliance on, technology to perform basic functions.