The most sophisticated business presentation will lose its impact if the client experiences information overload and doesn't understand what to do next. So, the fastest way to make data actionable is ...

The data breach at National Public Data, which exposed 272 million taxpayer identification numbers and 2.9 billion records this summer, has generated substantial risk for tax-related identity theft ...

Automation and AI have given us tools to reduce (often drastically) the time we spend on more tedious PPC tasks. That means as agency partners, we need to shift toward acting more as consultants for ...

The Canadian Investment Regulatory Organization (CIRO) is sending notification letters to investors affected by the regulator’s August data breach, but it’s financial advisors who are addressing ...

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 ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

There are two moves you need to complete for Making Tax Digital for income tax (MTD IT) –  moving to MTD-compatible software and moving your team and ...