Basic financial services are becoming increasingly commoditized. Growing numbers of DIY platforms empower consumers to transfer money, pay bills, borrow, trade securities and invest, all via the convenience of a mobile app or online platform.

The COVID-19 pandemic has brought into sharp focus the importance of communication and governance in families and family offices. The most successful families and well-run family offices that support them, will learn and keep these top of mind.

The hours in the day are some of the most valuable – and scarcest – resources we have. That’s why it’s high time for financial advisors to wholly reframe the way they think about their clients’ time.

Nonprofit finance departments are frequently targeted by cybercriminals. Here are some simple steps to improve financial management.

Pivoting breathes new life into a business. In fact, for many businesses, it signals the beginning of a new, more profitable chapter.

Here are some pointers when navigating disruption — whether it's a new technology, changing regulations or more.

Implementing AI into your everyday business operations can help to streamline daily tasks, optimize finances and more.

The federal government now offers a research and development tax credit to the business community as a reward for organizations that pursue innovation.

Because small and midsized law firms don't always have the financial overhead that they need, partnering with a trusted advisor can help to provide support.

With the right technology in place, law firms can remain relevant and competitive within the industry and service their clients in a more efficient manner.