As AI becomes embedded in finance operations, especially through agentic systems that act on behalf of organizations, the ...

ESG Steps into the Spotlight Asset Managers and the Need for First-Class ESG Data Climate Data: Complex, Confusing, Challenging A Better Way with Morningstar Ready to See for Yourself? Selecting an ...

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 ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...

As legal practices increasingly adopt generative AI (GenAI) technologies, protecting attorney-client privilege and client confidentiality has become a pressing concern. Recent data reveals that 81% of ...

You can probably tell when your clients are drowning in too much information. Daily bombardments of intra-day trading figures, predictions of doom from TV experts who have no personal stake in the ...

Recent revelations that several prominent tax planning solutions were leaking data to third parties have raised questions about how accountants can protect themselves and their clients in an age where ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

The rules of engagement of law firms for many companies, known as Outside Counsel Guidelines (OCGs), are appropriate and helpful in most situations. The guidelines set forth the expectations of the ...