Without explicit guidance, artificial intelligence tools present risks to data privacy, intellectual property, and regulatory ...

Generative AI is fundamentally transforming the wealth management industry by enhancing fraud detection, enabling personalized investment strategies and elevating service.

“AI has been around for years,” Miller noted. “What’s changed is that it’s suddenly easier to access, experiment with and ...

Conduct Comprehensive Data Audits: Map all data flows within your firm, including client files, internal communications, and archived records. Know and categorize what type of data you're handling.

Beyond the privacy concerns around exposing confidential client data, ... He focuses on generative AI tools and platforms, data management, analytics, platform automation and process improvement.

Limesh Parekh, MD & CEO of Enjay IT Solutions, shared the importance of good client management software for MFDs during a ...

Just because you think your client data is protected, and just because a company claims it keeps this data private, does not necessarily mean it's true, according to K2's Randy Johnston.

San Diego, CA, Jan. 21, 2025 (GLOBE NEWSWIRE) -- Lawmatics, the leading growth platform for law firms, today announced a new integration with case management provider CARET Legal. This integration ...

San Diego, CA, Jan. 21, 2025 (GLOBE NEWSWIRE) -- Lawmatics, the leading growth platform for law firms, today announced a new integration with case management provider CARET Legal. This integration ...