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Businesses across all industries are transforming their approach to the client experience with AI – and law practices are no ...

Most B2B content skips a key step: stress-testing the idea. Use AI to challenge your arguments, surface blind spots, and ...

For a newly launched RIA, its website is one area in which less can be more — but only if the firm's online HQ puts the right ...

Head of Tax, Retirement, and Estate Planning stresses the importance of setting plans in advance of a diagnosis ...

The next generation of client experience, as Brown and Rabinowitz described, will not be about cheaper portfolios or fancier ...

Whether it’s an open-door approach or fixed boundaries, advisors should set communication expectations at the outset ...

"There's no box on our forms that says 'Are you using AI?' but it is an expectation," Alicia Pittman, BCG's global people ...

Wendy Bianchini, a therapist in Bozeman, Mont., said “Secure Love” helped her clients make sense of their attachment patterns ...

Automation and other technologies are essential for business model modernization. Experts offer tips on choosing the right ...

With wedding photographers costing upwards of £2,000 (about $2,700) on average in London, England, I was ready for engaged ...

How Dr. Preston Cherry, founder and president of Concurrent Wealth Management, is talking to his Gen X clients about downsizing for retirement.