The focus on earlier diligence — sometimes just after the first meeting with a candidate — reflects the escalating risks and ...

Call it the “second-opinion problem.” It’s the client who loves the kitchen renderings, then texts them to their best friend ...

Camilo Artiga-Purcell flags up some of the cybersecurity, data protection and privilege risks associated with client-intake ...

Are your clients refusing to draw inspiration beyond their neck of the woods? Katie Cadwell explores how to convince clients ...

We built TheraTrack to make therapy feel even clearer and more supportive. With simple visual tools, clients and clinicians can stay aligned and make informed decisions together throughout care.” — ...

Learn how financial advisors can use AI prompts to craft empathetic, compliant emails that support their clients through financial challenges and life transitions.

OpenAI is internally testing a new feature called "Agora," and it could be related to some sort of cross-platform feature ...

South Africa is reviewing the main reference rate commercial banks use to price trillions of rand of loans to clients.

Coaching agents to have proactive, consumer-centered conversations can mean the difference between beneficiaries who feel ...

You will be asked about and likely will recommend Roth IRAs in your financial advising practice. To best help your clients, here are the questions you should be prepared to answer about Roth IRAs.

South Africa is reviewing the main reference rate commercial banks use to price trillions of rands of loans to clients.

Public health officials surveyed the lived experiences of residents in 2024 to assess real-life health issues facing the ...