The goal of every RIA operations professional is to add efficiency and scalability to their organization. Said differently, we want to find a way to serve more and more clients without our level of ...

If you think your process automation system has run its course, you’re not alone. It was recently forecast that $65 billion worth of process automation systems are nearing the end of their useful life ...

The concept of operational debt broadens the framework of technical debt to include the inefficiencies surrounding people, processes and policies that lead to disruption in business execution.