Over the course of my 40-year career helping wealth management companies of all sizes build and transform technology infrastructure and client experience, I have accumulated a list of lessons learned ...

Transformation can mean many things to many people. Transformation often represents the change from outdated technologies to modern, integrated systems to drive improved business outcomes. However, ...

Editor’s note: This is the fourth article in a four-part series that is part of a larger initiative the AICPA Auditing Standards Board (ASB) has undertaken to understand and support technology use in ...

With the recent signing of the executive order on artificial intelligence, it will be incumbent upon the federal government to lead by example in adopting and deploying AI technologies. While that ...

Most banks today still rely on a hodgepodge of outdated technology that’s upwards of 40 to 50 years old. Efforts to modernize a bank’s core can be challenging but are necessary to take advantage of ...

That number, from a recent RightWorks survey, surprised even me. But it makes sense. The accountant shortage is taking a toll on the millions of small businesses in the United States. Anything that ...

The Biden administration has appointed former Small Business Administration technology adviser Ann Lewis as director of Technology Transformation Services at the General Services Administration. She ...

Kamales Lardi has more than 23 years of cross-industry experience with digital and technology solutions and is the author of The Human Side of Digital Business Transformation. “Rubbish. It’s all about ...

As the financial marketplaces of the future come into view, so does the evolution of technology in use by the securities industry. Securities firms’ digital transformation will revolve largely around ...

HDT Executive Editor Jack Roberts takes a Volvo battery-electric FM model around the company's test track in Gothenburg, Sweden. There is electricity in the air at the Volvo Trucks headquarters in its ...

You probably wouldn’t buy a coat if it’s always 80 degrees where you live—it’d be a waste of money. The same is true of any technology you don’t need. As businesses, governments, cities, and homes ...

Investing in technology alone is not enough to bring about meaningful digital transformation, research has revealed. But if cultural and technical change are given equal weight and both align with ...