Two more banks have come forward about a data breach that exposed customer information after their third-party vendor, ...

Earlier this year, Vanguard also debuted a new generative AI capability that produces customized client summaries for the ...

CEO and CTO behind FriedmannAI explain how generative AI tools can work at the core of a planning platform Michael Dutra and ...

AI-powered client screening helps estate planners filter risky prospects and conduct due diligence before asset transfers ...

The role of accountancy firms is changing. A HSBC report [1] found that 82.4% of mid-sized accountancy businesses struggle to foster a culture of ...

A Delaware court ruling reveals what can go wrong when advisors mix personal relationships with client investments.

Manual administrative processes take up precious time. Practice management software automates repetitive tasks, allowing staff to focus on higher-value work. Incorporating automation into areas such ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Nimble stands out with its powerful social media integrations and data enrichment capabilities. It excels in providing deep ...

Gujarat High Court held that software consultancy services to parent company located outside India provided on principal to principal basis qualifies as export of service and cannot be considered as ...

The tool performs online identity checks against official data sources, matching it with biographic information from the ...

Attackers are exploiting a Flight protocol validation failure that allows them to execute arbitrary code without ...