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 ...

Your firm's data risk does not scale with your headcount. A 25-person RIA that uploads a client tax return to Claude carries the same risk exposure as a 200-person firm that does the same thing.

Data security has become a perennial concern for pretty much anyone with a bank account, 401(k), health insurance, or even just a Social Security Number. There have been about one billion stolen ...

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 ...

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 ...

As TPB enforcement of AI guidelines tightens, one question is keeping Australian accounting firms up at night: do your client permissions cover how you're actually using AI?

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 ...

This article warns about AI-driven data collection threatening privacy. Devices like smart homes, wearables, and connected cars gather sensitive info often shared with governments or foreign entities.