Counsel’s use of generative AI (GenAI) may risk waiver of the attorney-client privilege and work product protection, and counsel may face disciplinary actions, malpractice claims, or sanctions if ...

October is Financial Planning Awareness Month, an opportunity for advisors to engage with existing clients and attract prospects.

Stan Gregor, Chief Executive Officer of Summit Financial, shares why the most effective business decisions come down to a single question: "How will this impact our clients?" By applying this ...

Financial advisors who don’t talk about philanthropy with their clients may be overlooking a big opportunity to build out and grow their busineses. Why? The wealthy families you likely want to work ...

Imagine prospective clients sitting in a pitch meeting, laughing and chatting about their weekend plans. The energy in the room is light and engaging. Then an accounting firm partner walks into the ...

Editor’s note: This is the fifth article in a six-part series. Partners reassessing some or all aspects of their traditional CPA firm’s business model may consider starting with this exercise: Take a ...

Genshin Impact's Version Luna 1 has kicked off its second phase, as the game celebrates its fifth anniversary with a lot of free stuff.

This is the 20th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Businesses across all industries are transforming their approach to the client experience with AI – and law practices are no exception.

Black-owned businesses founded by military veterans in Maryland are building stronger communities through entrepreneurship, service, and family legacy.

In the wake of Canada's largest AI summit, ALL IN, Levio and Sid Lee announce a strategic partnership that bridges advanced technology and creative excellence. This collaboration marks a bold step ...

SME South Africa is overjoyed to take home the Silver trophy for being the Best Online Magazine. The prestigious award was presented during the annual event, hosted at the NH ...