I have been working with financial advisers for nearly 30 years and over that time the topic of profitability both at the firm level and the client level has been discussed with increasing regularity.

As we have traversed from Universal Google Analytics to Google Analytics 4, many of us have been painstakingly transitioning tracking metrics to adhere to our new way of data analysis. On the bright ...

Uncertain times make it hard to plan for the future. And few of us have lived through times as uncertain as these. Between the COVID-19 pandemic, social unrest and economic volatility, it’s no wonder ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

Before call tracking and digital marketing tools were commonplace, businesses relied on customers to track ad effectiveness. When the phone rang, they’d ask, “How did you hear about us?” and hope the ...