Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

As artificial intelligence (AI) becomes more prevalent in the legal sector and corporate operations, its implications for attorney-client privilege should be a rising concern for board members. AI ...

With over 20 years of experience across institutions including Goldman Sachs, Deutsche Bank, and now Head of FX Sales at U.S. Bank, Paula Comings aims to bring a thoughtful and client-focused approach ...