Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

The best financial analysis software combines automation, AI, and real-time reporting to turn raw financial data into clear, ...

Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

People trust their accountants with a lot of sensitive data, with the understanding that their private information will only be used for a specific authorized purpose. However as time goes on and data ...

What used to be tried-and-true client acquisition methods are no longer reliable in today’s digital world. Word-of-mouth referrals alone no longer suffice. In 2023, traditional approaches are ...

Under a new ethics interpretation, a CPA’s independence will be impaired when taking responsibility for hosting an attest client’s data or records. The AICPA Professional Ethics Executive Committee ...

Explore how legal practice management software enhances efficiency while prioritizing data security, ethics, compliance, and ...