The technology, Meghill stressed, doesn't make lawyers better lawyers but it can help them provide better legal services to ever-demanding clients.

Technology continues to transform our profession, allowing advisors to maximize efficiency and increase their value to clients. While implementing the latest software suite or product may ...

“When I'm looking at new technology, the first thing is, will it enhance the client experience, and if it doesn't do that, does it make me more productive?” Mr. Blahetka said.

Teams of computer science and law students developed computational solutions to improve legal-services delivery.

In this discussion, Financial Planning Editor-in-Chief Chana Schoenberger sits down with Koley Corte, senior vice president and global head of business transformation at Alliance Bernstein, Edward ...

Investment consultants are ratcheting up their technology capabilities to meet client needs for more information about their portfolios.

Adviser360 has released findings from its 2022 Connected Wealth survey, examining the relationship between financial advisers and the technology they use to support their clients. The wrong technology ...

When it comes to advisor technology, there are always new tools to add to your practice and help you run your business more efficiently. Some of these platforms or software may be client-facing ...

Orion’s Client Oversight tool tackles this challenge—its continuous monitoring and daily updates can quickly alert compliance officers to any share class selection issues present across client ...