Suralink, the agentic automation platform for accounting firms and their clients, today announced Client Data Vault, a first-of-its-kind, client-owned archive that preserves audit data within Suralink ...

Opinion: Law firms’ volume of sensitive data make them unique targets for data breaches, so they should prioritize addressing ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

Dana Post and Jonathan Elsner of Freshfields Bruckhaus Deringer write: Given the increasing susceptibility of law firms to cyber attacks, it is important for lawyers to be aware of their ethical ...

At Gallagher, the push toward digital transformation has moved beyond isolated tools into a broader ecosystem strategy. That ...

Client trust erodes when document workflows are fragmented, delayed, reworked and vulnerable to compliance risks. By ...

Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...

You can probably tell when your clients are drowning in too much information. Daily bombardments of intra-day trading figures, predictions of doom from TV experts who have no personal stake in the ...

You walk into your office on a Saturday morning during tax season to find a staff member waiting for you with sweaty palms and a look of terror on her face. She takes ...