The new Auto Commentary feature of BlackRock’s Aladdin platform will comb through various data inputs to give advisors ...

Counsel’s use of generative AI (GenAI) may risk waiver of the attorney-client privilege and work product protection, and ...

Stan Gregor, Chief Executive Officer of Summit Financial, shares why the most effective business decisions come down to a single question: "How will this impact our clients?" By applying this ...

For a newly launched RIA, its website is one area in which less can be more — but only if the firm's online HQ puts the right ...

Businesses across all industries are transforming their approach to the client experience with AI – and law practices are no ...

Builders, architects, and designers reveal how they guide clients in making the many complicated product choices for their ...

Clients are increasingly seeking out alternative fee arrangements over other billing methods, but law firms today have fallen ...

“When there’s risk of ambiguity, the system escalates to a human team member,” he said. “The result is a unified, ...

Clio, a leader in legal technology, has been named to Fortune's The Future 50 List for the second consecutive year. The list, created in partnership with Fortune and Boston Consulting Group, evaluated ...