Zocks is an AI-powered tool that automates meeting notes, client onboarding, and financial planning for advisors. The platform integrates with CRMs like Salesforce and financial planning tools to ...

IT consulting firm Accenture's quarterly results indicate that while demand remains stable, revenue growth of software outsourcing companies is likely to stay subdued, according to analysts. Accenture ...

MOSCOW, Feb 5 (Reuters) - Russia's largest lender Sberbank (SBER.MM), opens new tab is preparing to issue crypto‑backed loans, citing strong interest from corporate clients, and is ready to work with ...

Attorney-client privilege (which comes from a variety of sources, depending on the state and court) and work product doctrine (which rests on court rules in most jurisdictions) can both shield ...

Artificial intelligence (AI) is increasingly being used to improve work efficiency, saving time and money. Use of AI by mental health professionals (MHPs) is no exception. One common approach involves ...

JPMorgan Chase is weighing whether to offer cryptocurrency trading services to institutional clients, Bloomberg reported on Friday, citing a person familiar with the matter. The move would make the ...

Ripple has secured its first European bank customer for its licensed payments stack, with Switzerland-based AMINA Bank adopting Ripple Payments to support near-real-time cross-border transfers for ...

Innovative Artists Entertainment agent Andy Patman is not sitting around waiting for the entertainment business to change. Instead, he and his team want to make the changes themselves. “Every time we ...

From left, Stephen Chien, vice president at LPL Financial; Michael Brady, president of Generosity Wealth Management; Larry Sprung, founder and wealth advisor at Mitlin Financial; and Rob Burgess, ...