Here’s how the story began. He was “Chart Kid” from the jump. I’ll circle back to him in a minute. There aren’t a lot of gaps in an advisor’s tech stack. One could argue that the industry has the ...

Google has introduced some quality-of-life changes that should greatly improve how you select and resize objects in Google Slides.

In today’s information-driven world, data is everywhere. But let’s be honest—numbers alone don’t inspire action. A spreadsheet packed with ...