Someone can nod along and still leave unconvinced that you’re the right advisor for them. Technology can tell you someone may ...

Justin J. Gunnell and Krista Staropoli of Sher Tremonte LLP discuss restrictive and flexible approaches to whether attorney-client and spousal privileges are waived when a spouse is present during ...

The latest email threats: real Microsoft login phishing, device code scams with a kill switch, split-click attacks, and the ...

Members of the AICPA Tax Practice Management Committee share their strategies for addressing staff stress and burnout, ...

Built into Vertafore's AgencyOne ®, the Velocity AI Email Agent and Velocity AI Reconciliation Agent streamline workflows that consume hours of agency staff time every day while ...

Health insurance brokers have used AI in one form or another for years and didn't realize it. Here's what the next five years will bring.

Amy Perrotta, the founder of a career branding company, says an effective résumé makes a recruiter "want to pick up the phone ...

My Italian Charter says some of Italy’s smartest high-end charters are superyachts with major refits, offering ...

Clients can maximize profits by paying the tax bill outside of the conversion — and more reminders for advisors before they ...

The president used his clemency power to further undermine environmental laws and to help a political supporter who pleaded ...

ChatGPT Pronunciation Guidance helps you correctly pronounce names, brands and places in 60+ languages with phonetic text and ...

Soulfully Guided, founded by Carmel-Anne Villella, is redefining intuitive guidance by delivering structured, results-driven ...