Professional Services

The American Legal Technology Awards return to Nashville, Tennessee on October 8 to honor those spearheading advances in the legal field. After receiving 190 submissions in ten categories, the 28...

If you’re part of a leadership team, you’re probably tasked with one of the most important decisions in the last decade: how to implement AI in your business. What are...

With LinkedIn Pulse discontinued, it can be difficult to find the best articles on the platform now that they are no longer available in one place. However, there is still...

Bill Cass is Director of Wealth Management Programs for Putnam, and Mike Dullaghan is Director of DCIO Content and Sales Enablement A recurring theme at retirement plan conferences is the...

Sponsored by In this episode of the WealthManagement EDGE Podcast Nabia Jenkins-Johnston, senior conference producer at WealthManagement.com and Michelle Richter-Gordon, co-founder, Annuity Research and Consulting, explore fiduciary roles and regulatory definitions in the financial world. They...

See how both the Big 4 and smaller firms are utilizing AI in their workflows. Jump to: In today’s fast-paced business world, ignoring technology is not an option, and the...

For practical, cultural, and personal reasons, more families are living in multigenerational homes. Multigenerational homes are households where three or more generations under one roof. According to 2020 Census data,...

Avoid balance-due whining sessions AND earn additional revenue. By Frank StitelyThe Relentless CPA You’ve surely had this conversation a million times during multiple tax seasons, most often in April. You...

Unlike budgets, law firm profit plans set goals, not limits. They tell the story of how you will spend money to make a lot more money. What will you be...

DALLAS, TX—The Watson Firm is pleased to announce the addition of attorney David Delmar. David has extensive experience with the full spectrum of real estate services including acquisition, sale, leasing,...