Creating a base of loyal clients and customers who come back to purchase goods and services after an initial purchase is essential for small businesses to be successful. Remembering who clients are ...

Key Takeaways A structured AI prompt can help advisors draft timely market commentary during periods of volatility.Including clear context, objective, and format instructions improves prompt ...

AI is changing client expectations in the travel industry, pushing advisors to balance fast responses with accurate, nuanced information. Clients often perceive quick AI answers as authoritative, even ...

Amrita M. Narine and Reshma Shah write: Until the courts adopt a single approach toward border searches of electronic devices, attorneys need to be even more careful when crossing the border with ...

Customers rely on brokerages, advisors, accountants and even insurance agents to keep their information safe, secure and confidential. Well before the stay-at-home mandates of the pandemic, state ...

With the growing use of digital technology in practice, mental health professionals (MHPs) need to navigate the complexities of client privacy and technology when considering whether and how to gather ...