How Larry Sprung, financial advisor and founder of Mitlin Financial, Inc., is guiding clients to have open financial conversations with their partners to better align their goals and values.

Kent encourages advisors to help clients reduce concentrated positions and avoid large capital gains by using appreciated assets to fund charitable goals. After estimating the tax savings for one ...

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

It transforms OneNote and OneDrive from a passive storage bin into an active, intelligent layer. If you have been sleeping on ...

Managing just-in-time access at scale is a growing IAM challenge as speed and auditability collide daily. Tines shows how ...

Clients are asking therapists to assess their AI chats. Some therapists refuse. Others proceed ahead. Here's the best way to do so. An AI Insider scoop.

Learn how Microsoft unites privacy and security through advanced tools and global compliance to protect data and build trust.

You can choose which notebooks and sections to bring in. The plugin pulls your pages, converts them to Markdown, and ...

Have better conversations with your clients about money—no matter what roadblocks you encounter. The moment has arrived. No ...