Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...

An insurance customer relationship management (CRM) software is a solution that helps insurance agencies, providers, or brokers manage all business tasks while maintaining high customer service. From ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...