Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

The traditional model of legal practice often left clients in the dark-waiting for phone call updates, unsure of next steps, ...

Corporate legal departments may have been slow to tech evolution, but they’re poised for a break-out year ahead.

RIAs operate in a largely fee-based industry where accuracy is key to building and maintaining trust. Incorrect information and calculations can cause your clients to lose money, damaging your ...

The legal profession''s relationship with technology has evolved from one of basic word processing to a deep, strategic ...

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...