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 ...

Global regulatory frameworks stress the importance of incorporating clients’ financial knowledge and investing experience into the advice process, yet research exploring the complex interplay between ...

Big Law firms are developing policies and training around generative AI usage. Most firms aren't using the technology on client information, but an increasing number of firms are using it for research ...

Ran Ronen, Founder and CEO of Equally AI, the solution that helps teams create, test and ship better accessibility from start to finish. With just a few months until the June 2025 deadline for the ...

NEW YORK, April 12, 2024 /PRNewswire/ -- BNY Mellon (BK), the global financial services company, is collaborating with Accenture (NYSE:ACN), a leading professional services company, to modernize ...

*With Covid-19 limiting in-person fundraisers and door-to-door canvassing, digital tools are more important than ever to organizations trying to reach voters in the 2020 election. That’s where veteran ...