Unlike standalone AI assistants, Nucleus operates inside Nitrogen's structured data environment. Advisors remain in control, approving actions before they're executed. The system is backed by SOC 2 ...

Brooke Meister and Alex Dochter have unveiled new digital creator talent firm Link Management, which reps digital creators including social media personality Danielle Walter, NFL Majorette and ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

The Supreme Court appeared sympathetic Monday to an internet service provider locked in a copyright battle with the music industry that some warn could leave millions of Americans disconnected and ...

Transmit represents the professional file transfer solution for managing remote servers and cloud storage, offering comprehensive protocol support and intuitive file management across both macOS and ...

In today's hyper-connected marketplace, a strong brand is more than a logo or color scheme—it's the core of how a business presents itself and connects with its audience. Successful brands are built ...

Cuts to the federal agencies that manage national parks, science and public lands are expected to result in firings across the West, Southeast and Great Lakes, among other places, Trump administration ...

Running an advisory business today requires more than investment knowledge. Today’s investors expect a personalized client experience from their advisors. In a recent investor survey, 56% of ...

Six months ago, the S&P 500 had dropped 19% from its early-year highs, the Nasdaq was down more than 25%, and investors were concerned that stock prices were entering a sustained free-fall. The stocks ...

Clarify boundaries and expectations early to prevent client stress, identify bad clients and ensure a smooth freelance experience. Effective onboarding and kickoff calls are critical to ensure against ...

Louise S. Dunn, a former practice manager, is a speaker, writer and founder of Snowgoose Veterinary Management Consulting, which provides technical assistance to practice teams to meet their strategic ...