Omar El Bahr is the communication officer at nandbox, he's on a quest to enable everyone to build a mobile app for affordable prices. Digital communication is quickly becoming the norm in the business ...

Artificial intelligence (AI) is making its presence felt across multiple industries, including the financial services space. While AI is unlikely to completely replace advisors, more financial ...

New tools go beyond simple automation. They're helping advisors deliver more meaningful value in client meetings.

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 ...

Conversations are the backbone of what financial professionals do with clients. What are the best words to use with the right person?

Back in 2012, Ladders released a now well-known study of how much time recruiters spent looking at resumes, both in hard-copy and online formats. Using eye-tracking technology, they found that ...

Algorithms, particularly in the form of artificial intelligence and machine learning, are proliferating in finance and changing how we make decisions. Algorithms have been around for a while in the ...

Legora's shared workspace, Portal, offers law firms a new line item on the revenue sheet.

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

Emily Rassam, CFP, is Partner and Senior Financial Planner for Archer Investment Management. With more than 17 years of experience in investment firms across New York and North Carolina, she is ...

Exchange-traded funds (ETFs) have evolved from niche investment vehicles into mainstream retirement planning tools. While their accessibility makes them appealing for long-term goals, successful ...