New service helps financial advisors update, reposition, and republish existing books while continuing to support ...

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 ...

Apollo reports that a successful sales pitch connects solutions to buyers' needs, including researching targets, managing nerves, and ending with a clear call-to-action.

Insurers are rewriting policy wordings around AI and pricing risk firm by firm as exposures evolve faster than the coverage ...

Why do founders avoid tough conversations—even at a massive cost? A $325K mistake reveals the hidden psychology and a simple ...

After nearly two years working in synthetic research, I’ve watched the conversation around AI-generated consumer intelligence ...

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

After 2 veterinarians told me that inefficient scheduling was derailing their days, I reviewed last week’s schedule. One doctor had 4 sick pet visits in a row. Another ended 3 evenings with urgent ...

Clarity has released AI Agent QA, a tool that evaluates 100 percent of voice and text interactions against a company's own scoring rubric. The ...

A strong onboarding process helps financial advisors gather critical client information, set expectations, define services, ...

Nearly half of adults in their 40s and 50s now support aging parents and adult children at once — and four advisors say a ...

BOH spoke with designers, brand experts and creative business consultants to find out the best ways to organize your digital portfolio at every stage of your career.