Want to avoid some of the admin work around tax prep? Here are a few ChatGPT prompts to get you started.

When it comes to tax prep, should you bring on a new hire, or outsource? The Hubly team investigates.

I became self-employed by accident — and spent years avoiding taxes. Here's what advisors can learn from me.

Fee-based planners have special compliance requirements that most generic billing systems can't meet.

We asked Redtail's VP of Business Development for his thoughts on the current state of the CRM app ecosystem. Here's how he responded.

We sat down with SEI's Shauna Mace to talk building a next-level advisortech stack

Client data collection is time-consuming and error-prone. And once data has been collected, getting it into your CRM is a manual process.

Advisors often take on too much — moving to an ensemble model can be the key to growth.

Three best practices for getting new team members onboarded — and one step that will help implement them. 

The last two years have seen significant changes to the global economy and workforce, with the shift to remote and hybrid work among the most notable. What have we learned since 2020?

Your clients' insurance needs are constantly evolving; if a coverage review isn't part of your ongoing conversations, you — and they — could be missing out.