Learn how to use ETF tax-loss harvesting to reduce client tax bills, create tax alpha, and demonstrate proactive value. Includes implementation strategies, best practices, and CRM workflow tips for ...

David Nelkin shares the secret of turning enquiries into lifelong patients – and why it might be the missing piece in your practice growth.

U.S. insurance giant Allianz Life announced that hackers stole the personal information of the majority of its customers, ...

Explore the best AI legal tech solutions for lawyers—boost efficiency, automate legal tasks, and streamline case management ...

Morgan Stanley estimates that AI software spending will increase by 580% over the next three years to top $400 billion by the ...

VEEV's split from Salesforce sets the stage for a high-stakes CRM showdown as both firms double down on life sciences innovation.

Tea Dating Advice and Allianz Life Insurance suffered separate cyberattacks that exposed sensitive user data, including images and personal customer information.

Salesforce, Inc. (NYSE:CRM) is one of the Trending AI Stocks in Focus This Week. On July 16, Citizens JMP analyst Patrick ...

The fast-paced legal tech world is constantly evolving. At Legaltech News, we always try to bring you the latest news on ...

According to the latest study from BCC Research, "Cloud Computing Technologies: A Global Outlook" is expected to grow from ...

• Collateral: AI can analyze appraisal reports by reviewing comments, evaluating subject property images and preparing a list ...

The Tea app has had a rough week. It’s not an unfamiliar story: Unsecured Firebase databases were left exposed to the ...