Libretto, the "total wealth" advice platform for financial advisors and family offices, today announced new AI features designed to streamline planning, asset allocation, and risk management. Chief ...

Ronald C. Minkoff, a partner at Frankfurt Kurnit Klein & Selz, writes that few areas of professional responsibility law prompt as many inquiries from lawyers and clients as the seemingly simple act of ...

In the past, law firms chose office locations near the courthouse and remained there for decades. In the modern landscape, with clients spread throughout a city and downtown rents skyrocketing, law ...

As the nation’s Baby Boomers retire, practice discontinuances and sales of all or part of CPA firms are on the rise. The rise in firm discontinuances and sales brings with it a host of practitioner ...

Cybersecurity firm Okta said an unidentified hacker had accessed the company's support system and viewed client files. Shares fell 11.5% on the news. The breach did not impact Okta's product offerings ...