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 ...

As law firms increase their use of AI, client data is becoming more helpful for training AI tools and informing their outputs. Outside counsel guidelines are evolving to become more permissive of ...

Automation and AI have given us tools to reduce (often drastically) the time we spend on more tedious PPC tasks. That means as agency partners, we need to shift toward acting more as consultants for ...