Considering how new technology fits into the company's overall tech stack can mean the difference between adding efficiency and creating problems.

Q4 2025 earnings call recap: revenue, EBITDA and 2026 guidance, Tech Stack 2.0 and AI “Bee” roadmap, and margin outlook—read now.

Firms often add platforms hoping to solve problems, but the real issue is lack of process discipline and staff adoption ...

The ad industry is full of noise about AI making programmatic more efficient. That framing is convenient, but it misses a broader point.

The long-running debate over whether platforms or customer relationship management (CRM) systems should sit at the centre of advisers’ technology stack is intensifying.