More wealthy investors are asking AI chatbots like Claude or ChatGPT for financial advice. Wealth management leaders told CNBC that it helps clients have deeper conversations with their advisors but ...

NEW YORK, July 10 (Reuters) - Activist investors in the U.S. must disclose the identities of their clients in regulatory filings, the Securities and Exchange Commission said in a move that may rattle ...

LONDON — Top-end luxury customers can have it all — but now they want more. According to new research by Team One, there has been a fundamental shift in how “affluents” define a life well-lived.

BDO USA's November 2025 acquisition of Mississippi-based Top 100 Firm Horne helped it bring on the most new Securities and Exchange Commission audit clients in the fourth quarter of the year.

Jeff's been involved in the IT industry since before the Internet and spent more than 20 years working in technical support, system administration, network administration, and consulting roles. He ...

This is the 22nd installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

When implemented well, clear boundaries increase trust, professionalism and client satisfaction. Before you set boundaries, identify the small places where you feel frustrated or overwhelmed. Then, ...

Attorney-client privilege is one of the most important protections in the legal system. Its powerful legal protection allows clients to speak freely and candidly with their attorneys without fear that ...

Thin client environments are a cornerstone in modern enterprise IT, offering centralized control, enhanced security and simplified management. Administrators should learn the essential components and ...

Client advisory services (CAS) is the fastest-growing service area for CPA firms, and the rewards can be great. The median growth rate for CAS services was 17% in 2024, and CAS-related revenue is ...