In an age of AI co-pilots and instant messaging, suggesting that a technology from the 1980s holds the key to modern startup ...
CertifID, the pioneer in real estate wire fraud protection, today announced the expansion of its platform to include document workflows, digital payments and AI-powered payoff ordering, marking a ...
The relationship between accounting firms and their clients is being rewritten. For decades, the relationship has followed the same, transactional model: Clients closed their books, and firms received ...
At the Optimal Blue Summit going on now, sessions range from AI to loan officer tools to market strategy, product unveilings ...
Family always comes first, but more advisors are relying on accountants and lawyers for referrals, according to a new study from Cerulli Associates. Centers of Influence, or COIs, could be CPAs, ...
GUANGZHOU, GUANGDONG, CHINA, January 16, 2026 /EINPresswire.com/ -- With the continuous development of the packaging ...
The audio version of this article is generated by AI-based technology. Mispronunciations can occur. We are working with our partners to continually review and improve the results. Friday's Supreme ...
Engaging in personal financial dealings with clients — even when there’s no harm to clients, and they reportedly initiated the transactions — can still land an advisor in trouble with regulators. A ...
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