Richard Busillo, the CEO of RTD Financial Advisors, is a mentor at the annual FPA residency program for newly minted CFP certificants. At one of the training sessions, he described to his students the ...

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, ...

ESI often contains confidential data, such as trade secrets, financial information, and personal data, and attorneys need to be aware of their obligations to protect this information and prevent ...

Given that litigation is consistently on the rise, regulatory bodies continue to ramp up investigations, and local law enforcement is increasingly aware of the ease at which it can source evidence ...

In 2009, the American College of Trial Lawyers published a report by a task force on discovery. The overall conclusion was that discovery was destroying the civil judicial process: It costs too much, ...

In today's fast-paced business environment, organizations are under pressure to do more with less. This has led to a growing interest in process automation as a means of streamlining operations, ...

AI is only as effective as the quality and accessibility of the data on which it is trained. While potential may seem limitless at this moment in history, it hinges on the critical foundation of data ...