New release outlines what trust-account records and internal workflows generally look like for California law firms ...

CPAs dealing with the new 1099-DA rules this year are challenged by the fact that they only report gross proceeds this year, ...

Zocks releases life insurance assistant; Datalign launches wealth management agents; WealthFeed enhances prospecting; and ...

More than 1.3 million taxpayers nationwide still have unclaimed refunds tied to the 2022 tax year and face an April 15 deadline to submit their returns, according to the Internal Revenue Service. The ...

Crossing boundaries debate rages as new treatment sees partially clothed stressed-out clients hugged, touched with feathers.

Plus, Subatomic debuts an AI chief of staff, Nitrogen earns ISO certification, Zocks enters life insurance, WealthFeed adds features ...

New e-signature feature lets clients sign legal documents directly from the Quilia app with push notifications and ...

AI-powered document processing eliminates manual data entry and reduces errors for healthcare practices RICHMOND, VA, ...

Carnegie Investment Counsel, a Cleveland-area registered investment adviser, has been ordered to pay roughly $2.3 million after an arbitrator found the firm liable for breaching its fiduciary duty ...

The Small Business Administration lent $378 billion to keep businesses afloat. Getting paid back is proving difficult.

Fiserv, Inc., a global provider of payments and financial services technology, announced an agent bank partnership with Western Alliance Bank that will ...

Experic, a contract development and manufacturing organization (CDMO) specializing in pharmaceutical powder handling, spray drying, and clinical manufacturing services, today announced a strategic ...