When it comes to advisor technology, there are always new tools to add to your practice and help you run your business more efficiently. Some of these platforms or software may be client-facing, ...

Your clients are already using AI for mental health support. How equipped do you feel to help them do it safely and ...

Real estate professionals are rapidly adopting AI tools to streamline marketing, lead generation, and client management, with integrations now spanning design platforms like Canva and ad tech such as ...

If clients spend three to five minutes a day picturing themselves in retirement and writing down how they would feel in retirement, they become 25 percent more likely to boost their savings rate, said ...

At the average age for retirement, 83% of wealth comes from real estate; however, many homeowners don’t consider their home an asset, much less a retirement strategy. In fact, homeowners leave ...

Traverse Legal managing partner Enrico Schaefer discusses how and why the firm built its new client intelligence tool, and how it navigates accuracy and privacy concerns with OpenAI's models. But at ...

Deciding to end an internally developed client tool requires weighing various considerations, some of which have little to do with how the tool is being used. Deciding to pull the plug on an ...

Veterinary practices are increasingly adopting AI to streamline client communication, automate documentation, and enhance diagnostic workflows. Tools such as AI scribes, chatbots, and imaging analysis ...

GUEST OPINION: Client work at an SEO agency often breaks down in quiet, familiar places. Notes sit in email threads, approvals land in chat, and invoices live somewhere else. Teams still move, but ...