The 2026 TPI Study of the Philanthropic Conversation, conducted by The Philanthropic Initiative (TPI) and co-sponsored by DAFgiving360ä and Foundation Source, with support from the Boston Foundation, ...

Tyler Betts, managing director at Overchain, explores why stablecoins are becoming a more common topic in client ...

You should proceed with caution here,” said Alexandria Gutiérrez Swette, a lawyer at New York-based law firm Kobre & Kim.

Lawyers warn AI chatbot conversations may lack legal privilege after court ruling forces disclosure in securities fraud case ...

By mastering these strategies, advisors move from someone just giving financial advice to someone clients can trust in their ...

These once-reliable tactics were quietly draining my clients' budgets and credibility — here's what I replaced them with.

The managed accounts sector is approaching the $300 billion milestone and that growth means having more frank conversations ...

US lawyers are now warning their clients that anything typed into an AI chatbot, whether ChatGPT, Claude, or similar tools, ...

Two months after a federal judge ruled AI conversations can be seized, more than a dozen major law firms are updating their ...

US lawyers are warning clients against sharing sensitive legal information with AI chatbots like ChatGPT and Claude. A recent ...

It can be hard for advisors to fully understand what clients and prospects truly want. The right questions can uncover not ...

If your unique insights aren’t appearing in trusted publications, trade journals, or timely commentary tied to breaking legal ...