Carla Tardi is a technical editor and digital content producer with 25+ years of experience at top-tier investment banks and money-management firms. David Kindness is a Certified Public Accountant ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Flo, formerly known as Flo Recruit, launched a new performance management software offering for law firms. Flo Performance Management is designed to allow firms to speed up and improve the performance ...

Why do we spend millions on performance management systems that everyone—managers, employees, and executives—openly admits are broken? The answer is uncomfortable but simple. We’ve designed these ...

To fix performance management systems, C. Allen Gorman, Ph.D., industrial-organizational psychologist at the University of Alabama at Birmingham Collat School of Business, suggests implementing a ...