Omar El Bahr is the communication officer at nandbox, he's on a quest to enable everyone to build a mobile app for affordable prices. Digital communication is quickly becoming the norm in the business ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

Working with Kubernetes isn’t always easy. Managing your clusters and pods requires work, and although cloud-hosted Kubernetes instances such as Azure’s AKS can handle much of the heavy lifting for ...

Acquiring new clients is so important to law firms that it can be easy to overlook those they already have! The fact is that most firms already have a base of people that are engaged with their ...

Meeting with clients is stressful. First, there’s the lead-up. You know, the phone tag and email exchanges trying to convince the client to meet, and then pinning down a time and place. It’s a fragile ...

Opinion: The most successful law firms will use artificial intelligence to empower people rather than replace them, turning ...

Kathleen Allison-Black, DVM, explains how veterinary clinics can use AI scribes and closed LLM tools to streamline ...

Exchange-traded funds (ETFs) have evolved from niche investment vehicles into mainstream retirement planning tools. While their accessibility makes them appealing for long-term goals, successful ...

Emily Rassam, CFP, is Partner and Senior Financial Planner for Archer Investment Management. With more than 17 years of experience in investment firms across New York and North Carolina, she is ...

Women face particular challenges when it comes to navigating the world of financial planning and investing with confidence, whether caused by behaviors more common to them or the way the wealth ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...