Join the IRA Café Webinar to learn a repeatable system for raising capital through credibility and strategic investor ...

Learn how financial advisors can use AI prompts to craft empathetic, compliant emails that support their clients through financial challenges and life transitions.

Zapier reports five workplace AI agent examples that enhance workflows by automating tasks like sentiment analysis, lead ...

Camilo Artiga-Purcell flags up some of the cybersecurity, data protection and privilege risks associated with client-intake ...

Social media can offer advisors opportunities to connect with prospective clients while nurturing relationships with existing ...

Risk tolerance is often dismissed as just a compliance 'checkbox.' However, when leveraged effectively, it becomes one of the most powerful tools for prospecting and engaging clients—something ...

Welcome back to the Big Law Business column. I’m Roy Strom, and today we look at how clients are digging in on firms’ use of new technology. Sign up for Business & Practice, a free morning newsletter ...

When upgrading from version 13.8.0 to 14.5.0 a bug was introduced. The url built with the generated client is wrong. The path variable is appended to url even though the parameter was given when ...

Hosting an open house is exciting, but the real opportunity comes after the last guest leaves. A well-timed open house follow-up email is often what turns a quick conversation at the door into a real ...

This story is part of CNBC Make It's Six-Figure Side Hustle series, where people with lucrative side hustles break down the routines and habits they've used to make money on top of their full-time ...

This issue is related to #225363 and #169963. We have known for quite some time that JavaScript template strings break inline script monitors (monitors made by typing/pasting code to the Kibana UI).