Thorough company research before a client meeting can set the tone for the entire relationship. In Atlanta's competitive ...

Before a prospective client steps through the door, advisors should have a plan for every step of their engagement process ...

The Canadian Investment Regulatory Organization (CIRO) is proposing rule changes that would allow investment advisors to ...

Suspected Chinese spies have been breaking into major US and Canadian universities since May, exploiting vulns in Roundcube mailservers to steal data belonging to physics and engineering ...

Many business owners who buy commercial property through their self-managed super fund come to it the same way. They are ...

A major overhaul of the Model Context Protocol due next month removes several longstanding protocol-level security risks but ...

An accountant has regained his registration after a tribunal found that his penalty was disproportionate to the conduct.

I gave Claude access to my Home Assistant. It helped me audit, debug, and improve my smart home better than I ever could have.

The counselor refused to validate his long-term client’s same-sex relationship on religious grounds.

Former SNP chief executive Peter Murrell has been sentenced to five years and three months in jail after he admitted to embezzling more than £400,000 from the party. Murrell - the estranged husband of ...

On the morning of June 24, more than 150 local professionals gathered at the Hilton San Francisco Union Square to salute the ...

Blackfinch Group has acquired legal technology businesses Lawdable and Wenup, expanding its technology-enabled support for advisers and their clients.